+5,744.5%
MU vs SYY
+114.2%
+5,630.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.9% | -5.8% | -5.3% |
| 7D | +2.0% | +1.5% | +0.5% | +1.3% |
| 30D | +12.5% | -2.3% | +14.9% | +13.5% |
| 3M | +9.6% | +5.5% | +4.1% | +6.3% |
| 6M | +142.6% | -1.0% | +143.6% | +140.7% |
| YTD | +242.7% | +14.1% | +228.5% | +219.0% |
| 1Y | +599.3% | +5.6% | +593.7% | +569.4% |
| 3Y | +1,308.3% | +27.9% | +1,280.4% | +1,109.0% |
| 5Y | +1,263.7% | +22.7% | +1,241.0% | +1,100.6% |
| All | +5,744.5% | +114.2% | +5,630.3% | +3,927.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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