+4,271.9%
MU vs STT
+211.9%
+4,060.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.2% | +3.0% | +4.2% |
| 7D | -12.0% | +0.9% | -13.0% | -12.2% |
| 30D | -28.7% | -2.3% | -26.4% | -27.2% |
| 3M | -16.4% | -7.0% | -9.5% | -12.3% |
| 6M | -1.8% | +15.5% | -17.3% | -9.4% |
| YTD | +157.1% | +35.6% | +121.5% | +113.4% |
| 1Y | +208.5% | +47.9% | +160.6% | +143.4% |
| 3Y | +906.2% | +181.1% | +725.1% | +438.6% |
| 5Y | +893.4% | +108.2% | +785.2% | +510.5% |
| 10Y | +4,271.9% | +201.0% | +4,070.9% | +2,144.8% |
| All | +4,271.9% | +211.9% | +4,060.0% | +2,144.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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