+265.1%
MU vs APD
+36.4%
+228.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.9% | -8.9% | -6.6% |
| 7D | -19.1% | +3.8% | -22.9% | -18.5% |
| 30D | -25.2% | +14.1% | -39.4% | -23.7% |
| 3M | -10.9% | +8.2% | -19.1% | -9.7% |
| 6M | +38.0% | +7.5% | +30.5% | +40.0% |
| YTD | +178.8% | +31.7% | +147.2% | +197.0% |
| 1Y | +265.1% | +35.1% | +230.1% | +287.4% |
| All | +265.1% | +36.4% | +228.8% | +287.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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