+975.0%
MU vs NOW
-25.0%
+1,000.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +3.2% | +8.7% | +11.1% |
| 7D | +2.0% | -5.6% | +7.6% | +3.8% |
| 30D | -18.0% | -26.8% | +8.8% | -12.4% |
| 3M | -6.6% | -19.4% | +12.9% | -3.4% |
| 6M | +2.0% | +12.3% | -10.3% | -7.9% |
| YTD | +184.5% | -32.9% | +217.4% | +205.1% |
| 1Y | +236.9% | -40.3% | +277.2% | +280.0% |
| 3Y | +987.0% | -19.1% | +1,006.0% | +942.4% |
| All | +975.0% | -25.0% | +1,000.0% | +919.1% |
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