+5,778.3%
MU vs STX
+3,658.4%
+2,119.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.5% | -8.1% | -6.1% |
| 7D | +7.2% | +10.7% | -3.6% | -0.4% |
| 30D | +14.0% | +11.3% | +2.7% | +5.0% |
| 3M | +5.4% | +3.2% | +2.2% | +2.3% |
| 6M | +170.3% | +157.0% | +13.3% | +44.9% |
| YTD | +250.7% | +229.2% | +21.5% | +56.3% |
| 1Y | +662.1% | +381.8% | +280.3% | +157.7% |
| 3Y | +1,341.2% | +1,383.2% | -42.0% | +128.9% |
| 5Y | +1,319.3% | +1,144.9% | +174.5% | +142.8% |
| 10Y | +5,778.3% | +3,676.0% | +2,102.3% | +390.7% |
| All | +5,778.3% | +3,658.4% | +2,119.9% | +390.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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