+265.1%
MU vs AG
+29.4%
+235.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +9.1% | -16.2% | -10.4% |
| 7D | -19.1% | -2.6% | -16.5% | -18.5% |
| 30D | -25.2% | -12.1% | -13.1% | -21.8% |
| 3M | -10.9% | -6.6% | -4.3% | -9.6% |
| 6M | +38.0% | -20.5% | +58.4% | +48.2% |
| YTD | +178.8% | -7.4% | +186.3% | +182.6% |
| 1Y | +265.1% | +33.4% | +231.8% | +228.3% |
| All | +265.1% | +29.4% | +235.8% | +228.3% |
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