+719.8%
MU vs D
+16.8%
+702.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +5.9% |
| 7D | +9.0% | +1.5% | +7.5% | +9.8% |
| 30D | +13.8% | -2.6% | +16.4% | +12.2% |
| 3M | +2.1% | 0.0% | +2.1% | +2.5% |
| 6M | +153.8% | +7.4% | +146.5% | +163.8% |
| YTD | +256.4% | +15.9% | +240.5% | +283.9% |
| 1Y | +719.8% | +18.1% | +701.6% | +764.0% |
| All | +719.8% | +16.8% | +702.9% | +764.0% |
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