+265.1%
MU vs BE
+51.2%
+213.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -6.4% | -0.6% | -4.6% |
| 7D | -19.1% | -12.1% | -7.0% | -15.0% |
| 30D | -25.2% | -30.1% | +4.8% | -15.0% |
| 3M | -10.9% | -12.1% | +1.2% | -8.9% |
| 6M | +38.0% | -30.6% | +68.6% | +49.0% |
| YTD | +178.8% | +130.6% | +48.2% | +96.8% |
| 1Y | +265.1% | +55.3% | +209.9% | +187.4% |
| All | +265.1% | +51.2% | +213.9% | +187.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BE.
Daily Out/Under-Performance
Portfolio return minus BE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BE 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 BE 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