+3,915.1%
MU vs XLY
+1,108.8%
+2,806.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.3% | +4.1% | +4.3% |
| 7D | +7.5% | -2.1% | +9.6% | +10.0% |
| 30D | +19.4% | -6.0% | +25.4% | +27.6% |
| 3M | +9.8% | -2.7% | +12.6% | +11.6% |
| 6M | +164.1% | -1.5% | +165.6% | +165.0% |
| YTD | +260.3% | -5.4% | +265.8% | +279.5% |
| 1Y | +661.2% | -3.8% | +665.0% | +689.8% |
| 3Y | +1,380.8% | +36.6% | +1,344.3% | +939.4% |
| 5Y | +1,346.4% | +27.4% | +1,319.0% | +978.8% |
| 10Y | +6,169.9% | +218.2% | +5,951.7% | +1,603.7% |
| All | +3,915.1% | +1,108.8% | +2,806.3% | +187.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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