+719.8%
MU vs COST
-3.4%
+723.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.0% | +7.1% | +4.9% |
| 7D | +9.0% | -3.1% | +12.1% | +5.3% |
| 30D | +13.8% | -2.8% | +16.6% | +10.8% |
| 3M | +2.1% | -5.7% | +7.8% | -1.3% |
| 6M | +153.8% | -8.8% | +162.6% | +142.1% |
| YTD | +256.4% | +6.7% | +249.7% | +258.3% |
| 1Y | +719.8% | -3.6% | +723.4% | +706.8% |
| All | +719.8% | -3.4% | +723.1% | +706.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 COST 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