+84,752.4%
MU vs SYY
+4,312.6%
+80,439.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.9% | +12.8% | +12.3% |
| 7D | +2.0% | 0.0% | +2.0% | +2.2% |
| 30D | -18.0% | -2.2% | -15.7% | -17.6% |
| 3M | -6.6% | -8.0% | +1.5% | -4.1% |
| 6M | +2.0% | +7.5% | -5.4% | -3.0% |
| YTD | +184.5% | +7.4% | +177.0% | +169.1% |
| 1Y | +236.9% | +4.9% | +232.0% | +221.4% |
| 3Y | +987.0% | +24.1% | +962.9% | +840.5% |
| 5Y | +1,014.6% | +13.4% | +1,001.3% | +905.7% |
| 10Y | +4,609.2% | +87.5% | +4,521.7% | +3,037.7% |
| All | +84,752.4% | +4,312.6% | +80,439.8% | +13,619.4% |
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