+995.4%
MU vs AGI
+138.5%
+856.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -2.8% | +14.6% | +12.6% |
| 7D | +2.0% | 0.0% | +2.0% | +1.7% |
| 30D | -18.0% | -7.6% | -10.4% | -16.5% |
| 3M | -6.6% | -10.2% | +3.6% | -4.4% |
| 6M | +2.0% | -31.5% | +33.5% | +10.6% |
| YTD | +184.5% | -22.0% | +206.5% | +195.1% |
| 1Y | +236.9% | -7.9% | +244.8% | +234.4% |
| All | +995.4% | +138.5% | +856.9% | +799.7% |
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