+83,071.7%
MU vs USB
+8,296.0%
+74,775.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.9% | -8.9% | -7.9% |
| 7D | -19.1% | +2.4% | -21.5% | -20.1% |
| 30D | -25.2% | +6.6% | -31.8% | -27.7% |
| 3M | -10.9% | -4.1% | -6.8% | -9.8% |
| 6M | +38.0% | +12.5% | +25.5% | +28.7% |
| YTD | +178.8% | +17.6% | +161.2% | +154.1% |
| 1Y | +265.1% | +36.5% | +228.6% | +210.9% |
| 3Y | +1,006.2% | +95.4% | +910.8% | +700.3% |
| 5Y | +1,027.5% | +26.1% | +1,001.3% | +866.3% |
| 10Y | +4,789.9% | +101.3% | +4,688.6% | +3,214.5% |
| All | +83,071.7% | +8,296.0% | +74,775.7% | +21,604.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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