+5,778.3%
MU vs O
+50.0%
+5,728.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.5% |
| 7D | +7.2% | -0.6% | +7.7% | +7.4% |
| 30D | +14.0% | -2.0% | +15.9% | +14.7% |
| 3M | +5.4% | +3.0% | +2.4% | +3.3% |
| 6M | +170.3% | -3.6% | +173.9% | +171.0% |
| YTD | +250.7% | +12.1% | +238.6% | +230.2% |
| 1Y | +662.1% | +8.9% | +653.2% | +624.8% |
| 3Y | +1,341.2% | +30.3% | +1,310.9% | +1,141.7% |
| 5Y | +1,319.3% | +13.7% | +1,305.6% | +1,194.7% |
| 10Y | +5,778.3% | +50.3% | +5,728.0% | +4,773.1% |
| All | +5,778.3% | +50.0% | +5,728.3% | +4,773.1% |
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