+719.8%
MU vs BTG
+38.4%
+681.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.4% | +7.5% | +6.6% |
| 7D | +9.0% | -0.9% | +9.9% | +9.1% |
| 30D | +13.8% | +36.8% | -23.0% | +0.6% |
| 3M | +2.1% | +23.1% | -21.0% | -6.3% |
| 6M | +153.8% | +3.5% | +150.3% | +144.3% |
| YTD | +256.4% | +25.5% | +230.9% | +217.7% |
| 1Y | +719.8% | +40.1% | +679.7% | +618.2% |
| All | +719.8% | +38.4% | +681.4% | +618.2% |
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