+957.9%
MU vs NOW
-26.5%
+984.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.5% | -1.1% |
| 7D | +21.6% | -1.7% | +23.3% | +22.2% |
| 30D | -16.2% | -27.4% | +11.2% | -10.4% |
| 3M | -12.4% | -19.4% | +7.1% | -9.4% |
| 6M | +4.2% | +13.1% | -8.9% | -6.4% |
| YTD | +180.0% | -34.3% | +214.2% | +201.8% |
| 1Y | +226.4% | -41.8% | +268.1% | +270.8% |
| 3Y | +969.7% | -20.7% | +990.4% | +931.1% |
| 5Y | +957.9% | -27.2% | +985.1% | +908.1% |
| All | +957.9% | -26.5% | +984.5% | +908.1% |
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