+599.3%
MU vs BTG
+27.7%
+571.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.9% | -2.0% | -3.9% |
| 7D | +2.0% | -5.5% | +7.5% | +4.0% |
| 30D | +12.5% | +6.1% | +6.4% | +9.9% |
| 3M | +9.6% | +38.6% | -29.0% | -3.8% |
| 6M | +142.6% | +0.7% | +141.9% | +136.1% |
| YTD | +242.7% | +20.3% | +222.3% | +210.2% |
| 1Y | +599.3% | +25.0% | +574.2% | +510.4% |
| All | +599.3% | +27.7% | +571.6% | +510.4% |
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