+106,206.6%
MU vs SYY
+4,458.5%
+101,748.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.3% | +7.4% | +6.6% |
| 7D | +9.0% | -2.3% | +11.3% | +10.0% |
| 30D | +13.8% | -4.9% | +18.8% | +16.2% |
| 3M | +2.1% | +8.4% | -6.3% | -2.4% |
| 6M | +153.8% | -7.4% | +161.2% | +159.1% |
| YTD | +256.4% | +11.0% | +245.4% | +235.2% |
| 1Y | +719.8% | -0.2% | +720.0% | +702.6% |
| 3Y | +1,360.4% | +23.8% | +1,336.6% | +1,172.6% |
| 5Y | +1,312.4% | +18.1% | +1,294.3% | +1,159.7% |
| 10Y | +6,142.6% | +94.6% | +6,048.0% | +4,019.2% |
| All | +106,206.6% | +4,458.5% | +101,748.1% | +16,983.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling