+106,206.6%
MU vs COO
+5,988.7%
+100,217.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.5% | +7.6% | +6.3% |
| 7D | +9.0% | -2.2% | +11.2% | +9.3% |
| 30D | +13.8% | -7.0% | +20.8% | +14.9% |
| 3M | +2.1% | +12.2% | -10.1% | -0.1% |
| 6M | +153.8% | -15.1% | +168.9% | +157.7% |
| YTD | +256.4% | -15.1% | +271.5% | +261.9% |
| 1Y | +719.8% | +2.3% | +717.4% | +710.4% |
| 3Y | +1,360.4% | -23.7% | +1,384.0% | +1,394.2% |
| 5Y | +1,312.4% | -38.9% | +1,351.3% | +1,388.1% |
| 10Y | +6,142.6% | +49.9% | +6,092.6% | +5,834.7% |
| All | +106,206.6% | +5,988.7% | +100,217.9% | +73,206.2% |
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