+719.8%
MU vs A
+21.7%
+698.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.6% | +5.5% | +5.9% |
| 7D | +9.0% | -1.9% | +10.9% | +9.7% |
| 30D | +13.8% | +6.9% | +6.9% | +11.3% |
| 3M | +2.1% | +9.2% | -7.2% | -1.3% |
| 6M | +153.8% | +25.7% | +128.1% | +135.0% |
| YTD | +256.4% | +11.5% | +244.9% | +256.2% |
| 1Y | +719.8% | +18.4% | +701.4% | +671.3% |
| All | +719.8% | +21.7% | +698.1% | +671.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 1y: compounded portfolio wealth divided by compounded A 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…
1y analysis · Full analysis span regression · 6 months rolling