+6,169.9%
MU vs SPXU
-99.5%
+6,269.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.4% | +1.3% | +3.5% |
| 7D | +7.5% | +1.3% | +6.2% | +8.2% |
| 30D | +19.4% | +5.1% | +14.3% | +23.0% |
| 3M | +9.8% | -9.1% | +19.0% | +7.2% |
| 6M | +164.1% | -29.6% | +193.7% | +132.2% |
| YTD | +260.3% | -27.7% | +288.0% | +226.0% |
| 1Y | +661.2% | -37.0% | +698.1% | +558.2% |
| 3Y | +1,380.8% | -80.2% | +1,461.0% | +781.1% |
| 5Y | +1,346.4% | -86.0% | +1,432.4% | +833.7% |
| 10Y | +6,169.9% | -99.5% | +6,269.5% | +1,094.6% |
| All | +6,169.9% | -99.5% | +6,269.4% | +1,094.6% |
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