+1,362.4%
MU vs APP
+650.6%
+711.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.2% | +3.9% | +5.6% |
| 7D | +9.0% | +0.9% | +8.1% | +8.8% |
| 30D | +13.8% | -23.3% | +37.1% | +19.6% |
| 3M | +2.1% | -42.6% | +44.7% | +13.2% |
| 6M | +153.8% | -33.6% | +187.4% | +169.6% |
| YTD | +256.4% | -52.4% | +308.8% | +299.5% |
| 1Y | +719.8% | -35.9% | +755.6% | +750.0% |
| All | +1,362.4% | +650.6% | +711.9% | +723.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 APP 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