+4,271.9%
MU vs PM
+228.8%
+4,043.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.4% | +8.7% | +6.9% |
| 7D | -12.0% | -7.3% | -4.8% | -10.3% |
| 30D | -28.7% | -4.0% | -24.7% | -28.1% |
| 3M | -16.4% | +2.7% | -19.2% | -17.4% |
| 6M | -1.8% | +14.9% | -16.7% | -8.1% |
| YTD | +157.1% | +23.5% | +133.5% | +132.6% |
| 1Y | +208.5% | +30.4% | +178.1% | +172.8% |
| 3Y | +906.2% | +143.2% | +762.9% | +539.9% |
| 5Y | +893.4% | +159.5% | +733.9% | +498.8% |
| 10Y | +4,271.9% | +234.7% | +4,037.2% | +2,223.4% |
| All | +4,271.9% | +228.8% | +4,043.1% | +2,223.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 PM 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