+265.1%
MU vs A
+24.4%
+240.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.0% | -8.0% | -7.3% |
| 7D | -19.1% | -2.4% | -16.7% | -18.5% |
| 30D | -25.2% | +3.6% | -28.8% | -25.9% |
| 3M | -10.9% | +27.5% | -38.4% | -16.6% |
| 6M | +38.0% | +58.5% | -20.5% | +20.3% |
| YTD | +178.8% | +31.2% | +147.6% | +170.9% |
| 1Y | +265.1% | +22.2% | +243.0% | +262.5% |
| All | +265.1% | +24.4% | +240.8% | +262.5% |
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