+5,731.6%
MU vs SU
+267.2%
+5,464.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -4.1% | +2.2% | -6.3% | -4.8% |
| 30D | +7.0% | +8.4% | -1.4% | +3.8% |
| 3M | -2.1% | +12.1% | -14.1% | -6.7% |
| 6M | +133.1% | +19.7% | +113.4% | +114.3% |
| YTD | +241.9% | +58.4% | +183.5% | +183.2% |
| 1Y | +548.8% | +67.2% | +481.5% | +425.7% |
| 3Y | +1,308.2% | +125.0% | +1,183.2% | +918.9% |
| 5Y | +1,260.7% | +355.1% | +905.7% | +623.2% |
| All | +5,731.6% | +267.2% | +5,464.4% | +3,678.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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