+68,550.7%
MU vs T
+1,634.8%
+66,915.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | 0.0% | -17.4% | -17.4% |
| 7D | -29.7% | +4.3% | -34.0% | -31.0% |
| 30D | -37.2% | -9.7% | -27.5% | -35.4% |
| 3M | -26.5% | -4.3% | -22.2% | -26.5% |
| 6M | +2.6% | -13.7% | +16.2% | +5.4% |
| YTD | +130.1% | -8.0% | +138.1% | +126.8% |
| 1Y | +176.7% | -6.9% | +183.6% | +170.6% |
| 3Y | +813.1% | +59.7% | +753.4% | +569.1% |
| 5Y | +822.0% | +53.4% | +768.5% | +564.0% |
| 10Y | +3,936.2% | +58.2% | +3,877.9% | +2,735.2% |
| All | +68,550.7% | +1,634.8% | +66,915.8% | +14,181.2% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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