+228.8%
MU vs BA
-12.3%
+241.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +12.8% | -1.1% | +13.9% | +13.4% |
| 30D | -14.9% | -7.1% | -7.7% | -12.3% |
| 3M | -18.0% | -25.5% | +7.5% | -5.6% |
| 6M | -3.1% | -28.7% | +25.6% | +14.4% |
| YTD | +172.9% | -21.0% | +193.9% | +187.5% |
| 1Y | +228.8% | -11.9% | +240.7% | +235.2% |
| All | +228.8% | -12.3% | +241.2% | +235.2% |
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