+808.8%
MU vs C
+204.2%
+604.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -5.0% | -12.4% | -13.4% |
| 7D | -29.7% | -5.3% | -24.4% | -26.2% |
| 30D | -37.2% | -7.3% | -29.9% | -33.2% |
| 3M | -26.5% | -13.5% | -13.0% | -17.8% |
| 6M | +2.6% | -6.5% | +9.0% | +8.6% |
| YTD | +130.1% | +3.6% | +126.5% | +121.5% |
| 1Y | +176.7% | +18.9% | +157.8% | +137.8% |
| All | +808.8% | +204.2% | +604.7% | +334.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling