+938.2%
MU vs SLB
+76.5%
+861.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.0% | -3.0% |
| 7D | +12.8% | +3.5% | +9.3% | +11.6% |
| 30D | -14.9% | +6.5% | -21.4% | -16.3% |
| 3M | -18.0% | -0.2% | -17.8% | -17.9% |
| 6M | -3.1% | -5.7% | +2.6% | -1.6% |
| YTD | +172.9% | +36.8% | +136.1% | +144.1% |
| 1Y | +228.8% | +45.8% | +183.1% | +188.0% |
| 3Y | +950.8% | +3.4% | +947.5% | +882.2% |
| All | +938.2% | +76.5% | +861.7% | +766.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling