+4,271.9%
MU vs P
+748.5%
+3,523.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +6.3% | 0.0% | +3.3% |
| 7D | -12.0% | -9.6% | -2.4% | -7.2% |
| 30D | -28.7% | -33.4% | +4.7% | -13.9% |
| 3M | -16.4% | +14.2% | -30.6% | -23.1% |
| 6M | -1.8% | +31.6% | -33.4% | -15.0% |
| YTD | +157.1% | +53.5% | +103.6% | +105.5% |
| 1Y | +208.5% | +14.2% | +194.3% | +174.2% |
| 3Y | +906.2% | +190.5% | +715.6% | +456.8% |
| 5Y | +893.4% | +256.3% | +637.1% | +380.4% |
| 10Y | +4,271.9% | +707.9% | +3,564.0% | +1,457.2% |
| All | +4,271.9% | +748.5% | +3,523.4% | +1,457.2% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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