+1,054.9%
MU vs APP
+357.9%
+696.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +19.5% |
| 3M | +2.1% | -42.6% | +44.7% | +13.0% |
| 6M | +153.8% | -33.6% | +187.4% | +169.5% |
| YTD | +256.4% | -52.4% | +308.8% | +297.7% |
| 1Y | +719.8% | -35.9% | +755.6% | +752.2% |
| 3Y | +1,360.4% | +642.2% | +718.2% | +744.3% |
| 5Y | +1,312.4% | +311.1% | +1,001.3% | +723.7% |
| All | +1,054.9% | +357.9% | +696.9% | +528.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling