+228.8%
MU vs C
+23.5%
+205.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +12.8% | +4.2% | +8.6% | +9.6% |
| 30D | -14.9% | +2.0% | -16.8% | -15.5% |
| 3M | -18.0% | -10.1% | -7.9% | -11.5% |
| 6M | -3.1% | +1.0% | -4.1% | -1.3% |
| YTD | +172.9% | +8.5% | +164.4% | +156.3% |
| 1Y | +228.8% | +25.7% | +203.1% | +150.9% |
| All | +228.8% | +23.5% | +205.3% | +150.9% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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