+1,362.4%
MU vs BWA
+71.5%
+1,291.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.8% | +3.3% | +4.2% |
| 7D | +9.0% | +5.7% | +3.3% | +4.9% |
| 30D | +13.8% | +1.4% | +12.4% | +12.5% |
| 3M | +2.1% | -12.1% | +14.2% | +12.5% |
| 6M | +153.8% | +28.6% | +125.2% | +124.4% |
| YTD | +256.4% | +51.1% | +205.3% | +180.9% |
| 1Y | +719.8% | +55.9% | +663.9% | +533.7% |
| All | +1,362.4% | +71.5% | +1,291.0% | +797.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling