+662.1%
MU vs BWA
+53.0%
+609.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | 0.0% |
| 7D | +7.2% | +4.3% | +2.9% | +3.6% |
| 30D | +14.0% | -2.9% | +16.9% | +16.7% |
| 3M | +5.4% | -12.4% | +17.8% | +17.0% |
| 6M | +170.3% | +28.6% | +141.7% | +144.2% |
| YTD | +250.7% | +48.2% | +202.4% | +180.8% |
| 1Y | +662.1% | +50.9% | +611.2% | +509.4% |
| All | +662.1% | +53.0% | +609.1% | +509.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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