+189.8%
MU vs ACWI
+10.2%
+179.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.2% | +5.3% |
| 7D | -22.0% | -2.4% | -19.7% | -14.8% |
| 30D | -36.6% | -5.2% | -31.4% | -23.2% |
| 3M | -21.7% | -4.8% | -16.9% | -6.5% |
| 6M | +3.5% | -1.3% | +4.9% | +15.3% |
| YTD | +141.9% | +8.4% | +133.5% | +111.3% |
| 1Y | +189.8% | +11.0% | +178.8% | +132.1% |
| All | +189.8% | +10.2% | +179.6% | +132.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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