+599.3%
MU vs CDE
+40.3%
+558.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.1% | -1.8% | -3.7% |
| 7D | +2.0% | -6.1% | +8.1% | +4.5% |
| 30D | +12.5% | +9.5% | +3.1% | +8.1% |
| 3M | +9.6% | +32.0% | -22.4% | -2.7% |
| 6M | +142.6% | -12.8% | +155.4% | +141.1% |
| YTD | +242.7% | +14.2% | +228.4% | +215.1% |
| 1Y | +599.3% | +36.3% | +563.0% | +514.0% |
| All | +599.3% | +40.3% | +558.9% | +514.0% |
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