+231.7%
MU vs BR
-12.0%
+243.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.1% | +11.9% | +11.8% |
| 7D | +2.0% | +1.9% | +0.1% | +4.3% |
| 30D | -18.0% | +15.9% | -33.8% | -6.0% |
| 3M | -6.6% | +13.7% | -20.2% | +6.2% |
| 6M | +2.0% | +31.0% | -29.0% | +37.5% |
| YTD | +184.5% | -12.0% | +196.4% | +207.7% |
| All | +231.7% | -12.0% | +243.7% | +263.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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