+1,319.3%
MU vs SYY
+18.1%
+1,301.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | +7.2% | -2.8% | +9.9% | +8.3% |
| 30D | +14.0% | -5.3% | +19.3% | +16.2% |
| 3M | +5.4% | +5.1% | +0.3% | +2.2% |
| 6M | +170.3% | -5.0% | +175.3% | +172.6% |
| YTD | +250.7% | +10.7% | +240.0% | +229.8% |
| 1Y | +662.1% | +0.7% | +661.4% | +645.3% |
| 3Y | +1,341.2% | +24.0% | +1,317.2% | +1,107.6% |
| 5Y | +1,319.3% | +19.3% | +1,300.1% | +1,149.2% |
| All | +1,319.3% | +18.1% | +1,301.3% | +1,149.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling