+4,277.4%
MU vs PAAS
+168.2%
+4,109.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.8% | +4.7% | +0.1% |
| 7D | -15.2% | +4.2% | -19.4% | -16.0% |
| 30D | -29.5% | -13.8% | -15.7% | -27.4% |
| 3M | -15.8% | -22.7% | +7.0% | -11.7% |
| 6M | -2.9% | -32.1% | +29.2% | +4.4% |
| YTD | +154.2% | -22.3% | +176.5% | +164.6% |
| 1Y | +186.6% | +7.7% | +178.9% | +181.6% |
| 3Y | +871.5% | +214.0% | +657.5% | +706.3% |
| 5Y | +911.7% | +63.2% | +848.5% | +788.7% |
| 10Y | +4,277.4% | +185.5% | +4,091.9% | +3,526.3% |
| All | +4,277.4% | +168.2% | +4,109.1% | +3,526.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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