+265.1%
MU vs AU
+42.5%
+222.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +8.0% | -15.0% | -10.3% |
| 7D | -19.1% | +0.8% | -19.9% | -19.6% |
| 30D | -25.2% | -7.0% | -18.3% | -23.2% |
| 3M | -10.9% | +8.5% | -19.4% | -15.9% |
| 6M | +38.0% | -1.3% | +39.3% | +36.6% |
| YTD | +178.8% | +6.8% | +172.1% | +164.5% |
| 1Y | +265.1% | +44.6% | +220.5% | +192.5% |
| All | +265.1% | +42.5% | +222.6% | +192.5% |
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