+1,311.3%
MU vs AUR
+81.4%
+1,229.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.6% | -2.3% | -4.4% |
| 7D | +2.0% | +0.2% | +1.9% | +2.0% |
| 30D | +12.5% | -8.9% | +21.5% | +14.4% |
| 3M | +9.6% | +4.6% | +5.0% | +8.5% |
| 6M | +142.6% | +44.9% | +97.8% | +126.3% |
| YTD | +242.7% | +64.8% | +177.8% | +211.6% |
| 1Y | +599.3% | +16.4% | +582.9% | +570.4% |
| All | +1,311.3% | +81.4% | +1,229.9% | +1,054.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 3y: compounded portfolio wealth divided by compounded AUR 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…
3y analysis · Full analysis span regression · 6 months rolling