+719.8%
MU vs CDE
+54.5%
+665.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.9% | +8.0% | +6.8% |
| 7D | +9.0% | +0.5% | +8.5% | +8.6% |
| 30D | +13.8% | +21.9% | -8.0% | +4.0% |
| 3M | +2.1% | +14.9% | -12.9% | -5.0% |
| 6M | +153.8% | -10.5% | +164.3% | +149.2% |
| YTD | +256.4% | +19.3% | +237.1% | +221.6% |
| 1Y | +719.8% | +50.8% | +669.0% | +636.3% |
| All | +719.8% | +54.5% | +665.2% | +636.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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