+1,362.4%
MU vs BP
+33.2%
+1,329.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.5% | +5.6% | +5.9% |
| 7D | +9.0% | +3.9% | +5.0% | +7.7% |
| 30D | +13.8% | +7.6% | +6.2% | +11.3% |
| 3M | +2.1% | +0.7% | +1.4% | +1.9% |
| 6M | +153.8% | +15.5% | +138.3% | +132.0% |
| YTD | +256.4% | +30.8% | +225.6% | +203.8% |
| 1Y | +719.8% | +34.3% | +685.5% | +582.3% |
| All | +1,362.4% | +33.2% | +1,329.2% | +1,049.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 3y: compounded portfolio wealth divided by compounded BP 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…
3y analysis · Full analysis span regression · 6 months rolling