+2,049.9%
MU vs ACI
+25.9%
+2,024.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.4% | +6.1% |
| 7D | +9.0% | +0.2% | +8.8% | +9.0% |
| 30D | +13.8% | +5.9% | +7.9% | +14.7% |
| 3M | +2.1% | -19.8% | +21.9% | +0.9% |
| 6M | +153.8% | -24.7% | +178.5% | +150.5% |
| YTD | +256.4% | -24.4% | +280.8% | +251.8% |
| 1Y | +719.8% | -31.5% | +751.3% | +710.1% |
| 3Y | +1,360.4% | -38.7% | +1,399.0% | +1,344.8% |
| 5Y | +1,312.4% | -42.8% | +1,355.2% | +1,285.2% |
| All | +2,049.9% | +25.9% | +2,024.1% | +2,047.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling