+995.4%
MU vs ACI
-31.8%
+1,027.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.4% | +13.3% | +11.3% |
| 7D | +2.0% | -5.3% | +7.3% | -0.4% |
| 30D | -18.0% | +5.0% | -23.0% | -15.8% |
| 3M | -6.6% | +7.5% | -14.1% | -2.7% |
| 6M | +2.0% | -16.0% | +18.1% | +0.2% |
| YTD | +184.5% | -20.6% | +205.1% | +177.2% |
| 1Y | +236.9% | -23.5% | +260.4% | +227.1% |
| All | +995.4% | -31.8% | +1,027.2% | +963.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 3y: compounded portfolio wealth divided by compounded ACI 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…
3y analysis · Full analysis span regression · 6 months rolling