+4,609.2%
MU vs XRT
+145.8%
+4,463.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.1% | +12.0% | +11.9% |
| 7D | +2.0% | -1.4% | +3.5% | +3.5% |
| 30D | -18.0% | +9.8% | -27.7% | -24.1% |
| 3M | -6.6% | +3.3% | -9.8% | -9.9% |
| 6M | +2.0% | +13.6% | -11.6% | -9.4% |
| YTD | +184.5% | +9.1% | +175.4% | +159.4% |
| 1Y | +236.9% | +15.1% | +221.8% | +194.8% |
| 3Y | +987.0% | +59.9% | +927.0% | +649.0% |
| 5Y | +1,014.6% | -1.7% | +1,016.4% | +977.2% |
| 10Y | +4,609.2% | +141.1% | +4,468.1% | +1,782.2% |
| All | +4,609.2% | +145.8% | +4,463.4% | +1,782.2% |
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