+719.8%
MU vs ADI
+50.9%
+668.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.6% | +4.5% | +4.1% |
| 7D | +9.0% | +0.4% | +8.5% | +8.5% |
| 30D | +13.8% | -3.8% | +17.6% | +19.2% |
| 3M | +2.1% | -15.3% | +17.3% | +27.1% |
| 6M | +153.8% | +6.7% | +147.1% | +152.6% |
| YTD | +256.4% | +34.8% | +221.6% | +185.1% |
| 1Y | +719.8% | +49.0% | +670.7% | +471.1% |
| All | +719.8% | +50.9% | +668.8% | +471.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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