+1,362.4%
MU vs B
+198.7%
+1,163.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.2% | +8.3% | +7.1% |
| 7D | +9.0% | -1.6% | +10.6% | +9.6% |
| 30D | +13.8% | +9.4% | +4.4% | +8.5% |
| 3M | +2.1% | +5.0% | -2.9% | -0.8% |
| 6M | +153.8% | -3.5% | +157.4% | +153.1% |
| YTD | +256.4% | +4.5% | +251.9% | +245.1% |
| 1Y | +719.8% | +67.8% | +652.0% | +585.0% |
| All | +1,362.4% | +198.7% | +1,163.7% | +921.0% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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