+847.8%
MU vs NOW
-26.5%
+874.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.2% |
| 7D | -22.0% | -3.0% | -19.0% | -21.2% |
| 30D | -36.6% | -26.0% | -10.5% | -32.5% |
| 3M | -21.7% | -13.1% | -8.6% | -20.8% |
| 6M | +3.5% | +14.5% | -11.0% | -7.6% |
| YTD | +141.9% | -33.4% | +175.4% | +159.8% |
| 1Y | +189.8% | -40.6% | +230.5% | +227.2% |
| 3Y | +855.4% | -16.3% | +871.7% | +800.2% |
| All | +847.8% | -26.5% | +874.4% | +809.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NOW.
Daily Out/Under-Performance
Portfolio return minus NOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NOW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling