+265.1%
MU vs D
+23.9%
+241.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +4.4% | -11.4% | -3.4% |
| 7D | -19.1% | +8.5% | -27.6% | -13.4% |
| 30D | -25.2% | +14.3% | -39.6% | -16.8% |
| 3M | -10.9% | +1.8% | -12.7% | -7.8% |
| 6M | +38.0% | +13.0% | +25.0% | +52.4% |
| YTD | +178.8% | +22.7% | +156.1% | +228.2% |
| 1Y | +265.1% | +22.6% | +242.5% | +330.5% |
| All | +265.1% | +23.9% | +241.2% | +330.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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