+6,169.9%
MU vs XYZ
+580.4%
+5,589.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.6% | +3.1% |
| 7D | +7.5% | -3.7% | +11.2% | +8.9% |
| 30D | +19.4% | +0.5% | +18.8% | +18.9% |
| 3M | +9.8% | +16.3% | -6.4% | +3.4% |
| 6M | +164.1% | +21.1% | +143.0% | +144.4% |
| YTD | +260.3% | +22.0% | +238.3% | +227.7% |
| 1Y | +661.2% | +5.2% | +656.0% | +625.5% |
| 3Y | +1,380.8% | +49.6% | +1,331.3% | +1,062.1% |
| 5Y | +1,346.4% | -68.4% | +1,414.8% | +1,688.1% |
| 10Y | +6,169.9% | +604.5% | +5,565.4% | +2,081.9% |
| All | +6,169.9% | +580.4% | +5,589.6% | +2,081.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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