+4,271.9%
MU vs ON
+527.7%
+3,744.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +9.2% | -2.9% | +0.8% |
| 7D | -12.0% | -1.4% | -10.6% | -10.7% |
| 30D | -28.7% | -10.9% | -17.9% | -23.3% |
| 3M | -16.4% | -14.9% | -1.6% | -8.7% |
| 6M | -1.8% | -33.0% | +31.2% | +23.9% |
| YTD | +157.1% | +27.6% | +129.4% | +122.8% |
| 1Y | +208.5% | +44.5% | +164.0% | +148.2% |
| 3Y | +906.2% | +7.4% | +898.8% | +777.5% |
| 5Y | +893.4% | +18.7% | +874.7% | +626.6% |
| 10Y | +4,271.9% | +516.0% | +3,755.9% | +1,000.3% |
| All | +4,271.9% | +527.7% | +3,744.2% | +1,000.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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