+4,407.5%
MU vs SPXU
-99.5%
+4,507.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.2% | -3.7% | -1.8% |
| 7D | +12.8% | -7.6% | +20.4% | +8.5% |
| 30D | -14.9% | +5.3% | -20.2% | -9.8% |
| 3M | -18.0% | +9.6% | -27.7% | -10.7% |
| 6M | -3.1% | -4.5% | +1.4% | +1.7% |
| YTD | +172.9% | -25.9% | +198.8% | +158.9% |
| 1Y | +228.8% | -28.9% | +257.7% | +209.0% |
| 3Y | +950.8% | -80.5% | +1,031.3% | +536.6% |
| 5Y | +931.3% | -83.4% | +1,014.6% | +646.4% |
| All | +4,407.5% | -99.5% | +4,507.0% | +677.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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