+1,341.2%
MU vs AGI
+208.5%
+1,132.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -1.2% |
| 7D | +7.2% | +4.4% | +2.8% | +5.9% |
| 30D | +14.0% | +10.0% | +4.0% | +10.9% |
| 3M | +5.4% | +1.7% | +3.6% | +3.7% |
| 6M | +170.3% | -26.8% | +197.1% | +185.1% |
| YTD | +250.7% | -5.3% | +256.0% | +246.7% |
| 1Y | +662.1% | +11.5% | +650.6% | +622.0% |
| 3Y | +1,341.2% | +212.9% | +1,128.3% | +1,032.5% |
| All | +1,341.2% | +208.5% | +1,132.7% | +1,032.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 3y: compounded portfolio wealth divided by compounded AGI 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…
3y analysis · Full analysis span regression · 6 months rolling