+106,206.6%
MU vs APD
+6,115.6%
+100,091.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.0% | +7.1% | +6.6% |
| 7D | +9.0% | -2.2% | +11.2% | +10.3% |
| 30D | +13.8% | +2.1% | +11.7% | +12.2% |
| 3M | +2.1% | +7.2% | -5.1% | -2.7% |
| 6M | +153.8% | +11.2% | +142.6% | +136.5% |
| YTD | +256.4% | +24.4% | +232.0% | +210.4% |
| 1Y | +719.8% | +6.7% | +713.1% | +666.5% |
| 3Y | +1,360.4% | +9.2% | +1,351.1% | +1,206.0% |
| 5Y | +1,312.4% | +27.4% | +1,285.1% | +1,041.8% |
| 10Y | +6,142.6% | +164.8% | +5,977.7% | +3,224.6% |
| All | +106,206.6% | +6,115.6% | +100,091.0% | +12,425.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling