+1,315.7%
MU vs C
+128.9%
+1,186.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.4% | +6.3% |
| 7D | +9.0% | +3.6% | +5.3% | +6.1% |
| 30D | +13.8% | +0.1% | +13.8% | +13.5% |
| 3M | +2.1% | +2.4% | -0.3% | +1.0% |
| 6M | +153.8% | +24.9% | +128.9% | +117.7% |
| YTD | +256.4% | +19.8% | +236.6% | +210.3% |
| 1Y | +719.8% | +44.9% | +674.9% | +519.3% |
| 3Y | +1,360.4% | +263.0% | +1,097.4% | +497.4% |
| All | +1,315.7% | +128.9% | +1,186.8% | +655.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling