+645.8%
MU vs APP
+408.7%
+237.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | +31.0% | -48.5% | -23.1% |
| 7D | -29.7% | +39.7% | -69.4% | -35.6% |
| 30D | -37.2% | +27.7% | -64.9% | -41.4% |
| 3M | -26.5% | -14.8% | -11.7% | -26.1% |
| 6M | +2.6% | -25.5% | +28.1% | +4.5% |
| YTD | +130.1% | -47.2% | +177.3% | +145.9% |
| 1Y | +176.7% | -42.3% | +219.0% | +190.2% |
| 3Y | +813.1% | +806.8% | +6.3% | +397.4% |
| 5Y | +822.0% | +261.6% | +560.3% | +427.5% |
| All | +645.8% | +408.7% | +237.1% | +288.4% |
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