+893.4%
MU vs NOW
-26.1%
+919.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.8% | +5.5% | +6.1% |
| 7D | -12.0% | -3.1% | -9.0% | -11.1% |
| 30D | -28.7% | -27.0% | -1.7% | -23.9% |
| 3M | -16.4% | -17.7% | +1.3% | -14.1% |
| 6M | -1.8% | +12.7% | -14.5% | -11.6% |
| YTD | +157.1% | -32.9% | +190.0% | +175.5% |
| 1Y | +208.5% | -40.4% | +248.9% | +248.2% |
| 3Y | +906.2% | -17.1% | +923.2% | +853.7% |
| 5Y | +893.4% | -25.7% | +919.1% | +850.4% |
| All | +893.4% | -26.1% | +919.5% | +850.4% |
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