+4,271.9%
MU vs SLB
-15.8%
+4,287.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.9% | +5.3% | +5.9% |
| 7D | -12.0% | -3.7% | -8.4% | -10.5% |
| 30D | -28.7% | +2.9% | -31.7% | -29.3% |
| 3M | -16.4% | +0.2% | -16.7% | -16.7% |
| 6M | -1.8% | -4.4% | +2.6% | -0.8% |
| YTD | +157.1% | +33.4% | +123.6% | +126.1% |
| 1Y | +208.5% | +40.8% | +167.7% | +165.3% |
| 3Y | +906.2% | +3.2% | +903.0% | +863.4% |
| 5Y | +893.4% | +64.8% | +828.6% | +637.9% |
| 10Y | +4,271.9% | -16.6% | +4,288.4% | +3,627.0% |
| All | +4,271.9% | -15.8% | +4,287.7% | +3,627.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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