+1,384.0%
MU vs CDE
+826.1%
+557.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.1% | +2.3% |
| 7D | +7.5% | -2.0% | +9.5% | +8.1% |
| 30D | +19.4% | +15.7% | +3.7% | +14.0% |
| 3M | +9.8% | +30.5% | -20.7% | +1.2% |
| 6M | +164.1% | -7.4% | +171.5% | +163.8% |
| YTD | +260.3% | +17.9% | +242.4% | +236.1% |
| 1Y | +661.2% | +46.7% | +614.5% | +565.3% |
| All | +1,384.0% | +826.1% | +557.9% | +808.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling