+68,550.7%
MU vs COO
+5,456.7%
+63,093.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -1.4% | -16.0% | -17.3% |
| 7D | -29.7% | +5.3% | -35.0% | -30.3% |
| 30D | -37.2% | +12.5% | -49.8% | -38.3% |
| 3M | -26.5% | -15.1% | -11.4% | -25.2% |
| 6M | +2.6% | +3.7% | -1.1% | +0.9% |
| YTD | +130.1% | -22.5% | +152.7% | +135.7% |
| 1Y | +176.7% | -7.8% | +184.5% | +176.5% |
| 3Y | +813.1% | -24.1% | +837.2% | +832.1% |
| 5Y | +822.0% | -40.1% | +862.1% | +871.1% |
| 10Y | +3,936.2% | +44.7% | +3,891.5% | +3,747.4% |
| All | +68,550.7% | +5,456.7% | +63,093.9% | +47,657.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 all: compounded portfolio wealth divided by compounded COO 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…
all analysis · Full analysis span regression · 6 months rolling