+1,362.4%
MU vs ALLE
+42.6%
+1,319.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.0% | +5.1% | +5.7% |
| 7D | +9.0% | -0.2% | +9.2% | +9.1% |
| 30D | +13.8% | -6.8% | +20.6% | +17.2% |
| 3M | +2.1% | +21.0% | -19.0% | -6.9% |
| 6M | +153.8% | +1.1% | +152.7% | +151.1% |
| YTD | +256.4% | -0.5% | +256.9% | +252.7% |
| 1Y | +719.8% | -7.3% | +727.0% | +739.2% |
| All | +1,362.4% | +42.6% | +1,319.9% | +1,033.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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