+548.8%
MU vs BDX
+22.7%
+526.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | +0.2% |
| 7D | -4.1% | -3.2% | -0.9% | -5.6% |
| 30D | +7.0% | -2.5% | +9.6% | +5.7% |
| 3M | -2.1% | +21.4% | -23.5% | +8.0% |
| 6M | +133.1% | +10.4% | +122.7% | +165.2% |
| YTD | +241.9% | +18.8% | +223.1% | +292.9% |
| 1Y | +548.8% | +21.7% | +527.1% | +679.5% |
| All | +548.8% | +22.7% | +526.0% | +679.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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