+236.9%
MU vs BA
-10.4%
+247.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.7% | +11.2% | +11.6% |
| 7D | +2.0% | -1.4% | +3.4% | +2.9% |
| 30D | -18.0% | -7.9% | -10.1% | -15.0% |
| 3M | -6.6% | -25.2% | +18.6% | +7.5% |
| 6M | +2.0% | -26.7% | +28.8% | +18.9% |
| YTD | +184.5% | -19.6% | +204.1% | +197.1% |
| 1Y | +236.9% | -10.6% | +247.5% | +239.1% |
| All | +236.9% | -10.4% | +247.2% | +239.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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