+186.6%
MU vs BB
+98.3%
+88.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.8% |
| 7D | -15.2% | +11.6% | -26.8% | -18.5% |
| 30D | -29.5% | +2.6% | -32.1% | -30.2% |
| 3M | -15.8% | +3.5% | -19.3% | -17.8% |
| 6M | -2.9% | +43.5% | -46.4% | -8.3% |
| YTD | +154.2% | +141.2% | +13.1% | +117.9% |
| 1Y | +186.6% | +97.4% | +89.2% | +147.3% |
| All | +186.6% | +98.3% | +88.3% | +147.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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