+719.8%
MU vs AG
+125.2%
+594.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.0% | +8.1% | +6.8% |
| 7D | +9.0% | +1.0% | +8.0% | +8.5% |
| 30D | +13.8% | +19.2% | -5.4% | +6.3% |
| 3M | +2.1% | +6.2% | -4.1% | -1.4% |
| 6M | +153.8% | -26.7% | +180.5% | +164.5% |
| YTD | +256.4% | +26.1% | +230.3% | +221.5% |
| 1Y | +719.8% | +131.7% | +588.1% | +578.6% |
| All | +719.8% | +125.2% | +594.6% | +578.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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