+871.5%
MU vs ALL
+114.3%
+757.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.9% | -4.0% | +0.3% |
| 7D | -15.2% | -0.1% | -15.1% | -15.1% |
| 30D | -29.5% | +13.8% | -43.3% | -24.8% |
| 3M | -15.8% | -2.8% | -13.0% | -15.4% |
| 6M | -2.9% | +23.7% | -26.5% | +6.4% |
| YTD | +154.2% | +27.3% | +127.0% | +179.8% |
| 1Y | +186.6% | +30.5% | +156.0% | +215.6% |
| 3Y | +871.5% | +113.0% | +758.5% | +968.7% |
| All | +871.5% | +114.3% | +757.1% | +968.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling