+5,778.3%
MU vs XRT
+123.1%
+5,655.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | 0.0% |
| 7D | +7.2% | -0.3% | +7.4% | +7.4% |
| 30D | +14.0% | -5.6% | +19.6% | +18.7% |
| 3M | +5.4% | +2.5% | +2.8% | +1.9% |
| 6M | +170.3% | +3.7% | +166.6% | +158.4% |
| YTD | +250.7% | +1.0% | +249.7% | +242.0% |
| 1Y | +662.1% | -1.2% | +663.3% | +656.1% |
| 3Y | +1,341.2% | +43.4% | +1,297.8% | +983.9% |
| 5Y | +1,319.3% | -0.7% | +1,320.1% | +1,273.8% |
| 10Y | +5,778.3% | +123.7% | +5,654.6% | +2,591.4% |
| All | +5,778.3% | +123.1% | +5,655.2% | +2,591.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 10y: compounded portfolio wealth divided by compounded XRT 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…
10y analysis · Full analysis span regression · 6 months rolling