+1,346.4%
MU vs SU
+360.6%
+985.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.1% | +2.2% |
| 7D | +7.5% | +1.6% | +5.9% | +7.0% |
| 30D | +19.4% | +10.7% | +8.6% | +15.4% |
| 3M | +9.8% | +13.5% | -3.7% | +4.8% |
| 6M | +164.1% | +21.8% | +142.3% | +142.6% |
| YTD | +260.3% | +58.8% | +201.5% | +200.5% |
| 1Y | +661.2% | +72.0% | +589.1% | +515.7% |
| 3Y | +1,380.8% | +121.7% | +1,259.1% | +1,006.3% |
| 5Y | +1,346.4% | +350.4% | +996.0% | +788.4% |
| All | +1,346.4% | +360.6% | +985.8% | +788.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling