+4,277.4%
MU vs O
+78.3%
+4,199.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -15.2% | +3.5% | -18.7% | -16.3% |
| 30D | -29.5% | +10.4% | -39.9% | -32.1% |
| 3M | -15.8% | -2.4% | -13.3% | -15.4% |
| 6M | -2.9% | -1.2% | -1.7% | -3.9% |
| YTD | +154.2% | +10.4% | +143.8% | +139.7% |
| 1Y | +186.6% | +11.4% | +175.2% | +168.7% |
| 3Y | +871.5% | +40.4% | +831.1% | +706.3% |
| 5Y | +911.7% | +12.1% | +899.5% | +825.5% |
| 10Y | +4,277.4% | +82.7% | +4,194.6% | +3,365.3% |
| All | +4,277.4% | +78.3% | +4,199.0% | +3,365.3% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling