+871.5%
MU vs BA
-11.1%
+882.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.4% |
| 7D | -15.2% | 0.0% | -15.2% | -15.1% |
| 30D | -29.5% | -8.9% | -20.6% | -26.8% |
| 3M | -15.8% | -25.5% | +9.8% | -4.3% |
| 6M | -2.9% | -27.0% | +24.1% | +11.0% |
| YTD | +154.2% | -20.1% | +174.4% | +176.7% |
| 1Y | +186.6% | -11.0% | +197.6% | +197.1% |
| 3Y | +871.5% | -11.8% | +883.3% | +802.2% |
| All | +871.5% | -11.1% | +882.6% | +802.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling