+5,778.3%
MU vs RUN
+46.3%
+5,732.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.7% | -5.3% | -2.3% |
| 7D | +7.2% | +10.2% | -3.0% | +5.3% |
| 30D | +14.0% | -9.6% | +23.6% | +15.9% |
| 3M | +5.4% | -31.5% | +36.9% | +12.2% |
| 6M | +170.3% | -18.7% | +189.0% | +179.4% |
| YTD | +250.7% | -49.9% | +300.6% | +283.5% |
| 1Y | +662.1% | -45.5% | +707.6% | +714.9% |
| 3Y | +1,341.2% | -34.1% | +1,375.3% | +1,103.7% |
| 5Y | +1,319.3% | -79.4% | +1,398.8% | +1,266.3% |
| 10Y | +5,778.3% | +48.9% | +5,729.3% | +2,716.3% |
| All | +5,778.3% | +46.3% | +5,732.0% | +2,716.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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