+189.8%
MU vs BE
+36.6%
+153.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +11.9% | -5.7% | +1.5% |
| 7D | -12.0% | -1.2% | -10.8% | -11.3% |
| 30D | -28.7% | -30.9% | +2.1% | -18.3% |
| 3M | -16.4% | -11.6% | -4.8% | -14.3% |
| 6M | -1.8% | -25.7% | +23.9% | +4.6% |
| YTD | +157.1% | +123.1% | +33.9% | +88.8% |
| All | +189.8% | +36.6% | +153.2% | +132.0% |
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