+4,277.4%
MU vs SPXU
-99.5%
+4,376.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -0.4% |
| 7D | -15.2% | +0.5% | -15.7% | -13.4% |
| 30D | -29.5% | +10.9% | -40.4% | -23.2% |
| 3M | -15.8% | +9.6% | -25.4% | -8.4% |
| 6M | -2.9% | -4.7% | +1.8% | +1.7% |
| YTD | +154.2% | -24.6% | +178.8% | +142.8% |
| 1Y | +186.6% | -24.7% | +211.3% | +177.3% |
| 3Y | +871.5% | -80.0% | +951.5% | +494.0% |
| 5Y | +911.7% | -83.5% | +995.2% | +629.0% |
| 10Y | +4,277.4% | -99.5% | +4,376.9% | +696.0% |
| All | +4,277.4% | -99.5% | +4,376.8% | +696.0% |
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