+661.2%
MU vs APTV
-45.8%
+707.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.7% | +5.4% | +3.6% |
| 7D | +7.5% | -1.2% | +8.7% | +7.9% |
| 30D | +19.4% | -10.6% | +30.0% | +23.8% |
| 3M | +9.8% | -35.0% | +44.8% | +28.7% |
| 6M | +164.1% | -38.9% | +203.0% | +220.4% |
| YTD | +260.3% | -41.5% | +301.8% | +319.1% |
| 1Y | +661.2% | -45.8% | +707.0% | +851.5% |
| All | +661.2% | -45.8% | +707.0% | +851.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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