+938.2%
MU vs AG
0.0%
+938.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.1% | -1.9% |
| 7D | +12.8% | -10.0% | +22.8% | +15.7% |
| 30D | -14.9% | -10.5% | -4.4% | -12.6% |
| 3M | -18.0% | -27.3% | +9.2% | -11.8% |
| 6M | -3.1% | -43.0% | +39.9% | +9.6% |
| YTD | +172.9% | -17.9% | +190.8% | +182.3% |
| 1Y | +228.8% | +11.9% | +216.9% | +219.5% |
| 3Y | +950.8% | +201.8% | +749.0% | +731.0% |
| All | +938.2% | 0.0% | +938.2% | +850.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling