+265.1%
MU vs ALL
+42.7%
+222.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +2.9% | -9.9% | -3.3% |
| 7D | -19.1% | +7.5% | -26.7% | -10.7% |
| 30D | -25.2% | +19.7% | -45.0% | -5.0% |
| 3M | -10.9% | +2.9% | -13.8% | -5.2% |
| 6M | +38.0% | +23.5% | +14.5% | +94.0% |
| YTD | +178.8% | +31.1% | +147.7% | +314.0% |
| 1Y | +265.1% | +40.5% | +224.7% | +473.1% |
| All | +265.1% | +42.7% | +222.5% | +473.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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