+189.8%
MU vs D
+19.8%
+170.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.5% | +6.6% | +3.9% |
| 7D | -22.0% | +3.0% | -25.0% | -19.8% |
| 30D | -36.6% | +11.5% | -48.1% | -30.6% |
| 3M | -21.7% | +3.7% | -25.4% | -18.0% |
| 6M | +3.5% | +13.5% | -10.0% | +14.0% |
| YTD | +141.9% | +20.7% | +121.2% | +182.8% |
| 1Y | +189.8% | +18.2% | +171.6% | +235.5% |
| All | +189.8% | +19.8% | +170.0% | +235.5% |
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