+719.8%
MU vs AU
+100.5%
+619.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.3% | +8.4% | +7.1% |
| 7D | +9.0% | -3.6% | +12.6% | +10.6% |
| 30D | +13.8% | +23.9% | -10.1% | +2.3% |
| 3M | +2.1% | +19.1% | -17.0% | -7.1% |
| 6M | +153.8% | -0.2% | +154.0% | +144.7% |
| YTD | +256.4% | +32.5% | +223.9% | +204.9% |
| 1Y | +719.8% | +96.9% | +622.8% | +497.2% |
| All | +719.8% | +100.5% | +619.3% | +497.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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