+265.1%
MU vs AR
+14.7%
+250.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -6.3% | -0.7% | -8.5% |
| 7D | -19.1% | -11.1% | -8.0% | -21.6% |
| 30D | -25.2% | +7.9% | -33.1% | -23.0% |
| 3M | -10.9% | +4.9% | -15.8% | -8.4% |
| 6M | +38.0% | -5.3% | +43.3% | +41.8% |
| YTD | +178.8% | +8.6% | +170.2% | +180.8% |
| 1Y | +265.1% | +13.7% | +251.5% | +264.6% |
| All | +265.1% | +14.7% | +250.4% | +264.6% |
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