+189.8%
MU vs BA
-12.5%
+202.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.5% | +4.6% | +4.9% |
| 7D | -22.0% | +1.1% | -23.1% | -22.3% |
| 30D | -36.6% | -7.9% | -28.6% | -34.3% |
| 3M | -21.7% | -25.3% | +3.6% | -9.9% |
| 6M | +3.5% | -24.6% | +28.1% | +18.9% |
| YTD | +141.9% | -20.1% | +162.1% | +153.6% |
| 1Y | +189.8% | -11.8% | +201.6% | +192.7% |
| All | +189.8% | -12.5% | +202.3% | +192.7% |
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