+189.8%
MU vs A
+23.5%
+166.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.1% | +3.2% | +5.1% |
| 7D | -12.0% | +4.8% | -16.8% | -13.3% |
| 30D | -28.7% | +5.6% | -34.4% | -29.7% |
| 3M | -16.4% | +23.6% | -40.1% | -21.0% |
| 6M | -1.8% | +56.4% | -58.2% | -12.8% |
| YTD | +157.1% | +33.4% | +123.7% | +148.1% |
| All | +189.8% | +23.5% | +166.2% | +184.4% |
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