+4,524.1%
MU vs PSX
+364.5%
+4,159.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.2% | -2.3% |
| 7D | +21.6% | +6.4% | +15.2% | +18.7% |
| 30D | -16.2% | -10.2% | -6.0% | -12.3% |
| 3M | -12.4% | +17.2% | -29.5% | -18.2% |
| 6M | +4.2% | +51.8% | -47.6% | -13.8% |
| YTD | +180.0% | +108.0% | +71.9% | +97.5% |
| 1Y | +226.4% | +96.1% | +130.3% | +136.3% |
| 3Y | +969.7% | +155.9% | +813.9% | +576.5% |
| 5Y | +957.9% | +306.9% | +651.0% | +415.6% |
| All | +4,524.1% | +364.5% | +4,159.6% | +2,150.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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