+719.8%
MU vs BG
+50.1%
+669.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.3% | +6.3% |
| 7D | +9.0% | +2.8% | +6.2% | +8.3% |
| 30D | +13.8% | +12.0% | +1.8% | +11.3% |
| 3M | +2.1% | -7.7% | +9.8% | +3.5% |
| 6M | +153.8% | +4.5% | +149.3% | +152.6% |
| YTD | +256.4% | +35.7% | +220.7% | +243.6% |
| 1Y | +719.8% | +50.1% | +669.7% | +682.0% |
| All | +719.8% | +50.1% | +669.7% | +682.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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