+1,315.7%
MU vs AG
+64.2%
+1,251.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.0% | +8.1% | +6.6% |
| 7D | +9.0% | +1.0% | +8.0% | +8.6% |
| 30D | +13.8% | +19.2% | -5.4% | +8.9% |
| 3M | +2.1% | +6.2% | -4.1% | +0.4% |
| 6M | +153.8% | -26.7% | +180.5% | +166.6% |
| YTD | +256.4% | +26.1% | +230.3% | +233.1% |
| 1Y | +719.8% | +131.7% | +588.1% | +578.5% |
| 3Y | +1,360.4% | +255.3% | +1,105.0% | +975.2% |
| All | +1,315.7% | +64.2% | +1,251.5% | +1,014.2% |
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