+265.1%
MU vs BTG
+24.4%
+240.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +8.7% | -15.7% | -9.9% |
| 7D | -19.1% | -0.2% | -18.9% | -19.2% |
| 30D | -25.2% | -0.8% | -24.5% | -25.3% |
| 3M | -10.9% | +31.8% | -42.7% | -20.9% |
| 6M | +38.0% | +20.4% | +17.6% | +29.1% |
| YTD | +178.8% | +14.7% | +164.1% | +154.2% |
| 1Y | +265.1% | +29.4% | +235.8% | +198.7% |
| All | +265.1% | +24.4% | +240.8% | +198.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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