+719.8%
MU vs AR
+22.7%
+697.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +6.0% |
| 7D | +9.0% | +2.5% | +6.5% | +9.4% |
| 30D | +13.8% | +14.8% | -1.0% | +16.1% |
| 3M | +2.1% | +6.2% | -4.1% | +4.3% |
| 6M | +153.8% | +4.3% | +149.5% | +156.5% |
| YTD | +256.4% | +14.4% | +242.0% | +250.1% |
| 1Y | +719.8% | +21.3% | +698.4% | +701.3% |
| All | +719.8% | +22.7% | +697.1% | +701.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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