+661.2%
MU vs BTI
+2.0%
+659.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.5% | +4.2% | +2.3% |
| 7D | +7.5% | -2.4% | +9.9% | +6.7% |
| 30D | +19.4% | -4.8% | +24.1% | +17.7% |
| 3M | +9.8% | -8.1% | +17.9% | +7.1% |
| 6M | +164.1% | -4.2% | +168.3% | +151.2% |
| YTD | +260.3% | -1.3% | +261.6% | +249.7% |
| 1Y | +661.2% | +2.1% | +659.1% | +629.7% |
| All | +661.2% | +2.0% | +659.2% | +629.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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