+106,206.6%
MU vs T
+1,918.9%
+104,287.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.9% | +8.0% | +6.9% |
| 7D | +9.0% | -1.3% | +10.2% | +9.5% |
| 30D | +13.8% | +11.4% | +2.5% | +8.7% |
| 3M | +2.1% | +14.3% | -12.2% | -4.9% |
| 6M | +153.8% | -9.3% | +163.1% | +158.0% |
| YTD | +256.4% | +7.1% | +249.3% | +235.3% |
| 1Y | +719.8% | -9.1% | +728.8% | +722.6% |
| 3Y | +1,360.4% | +105.3% | +1,255.0% | +870.5% |
| 5Y | +1,312.4% | +66.8% | +1,245.6% | +903.3% |
| 10Y | +6,142.6% | +66.8% | +6,075.8% | +4,281.5% |
| All | +106,206.6% | +1,918.9% | +104,287.7% | +21,009.1% |
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