+265.1%
MU vs DOW
+50.2%
+214.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -3.2% | -3.8% | -7.4% |
| 7D | -19.1% | -4.2% | -14.9% | -19.5% |
| 30D | -25.2% | +14.7% | -39.9% | -23.6% |
| 3M | -10.9% | +9.1% | -20.0% | -9.2% |
| 6M | +38.0% | -17.7% | +55.7% | +39.3% |
| YTD | +178.8% | +44.6% | +134.2% | +129.6% |
| 1Y | +265.1% | +51.9% | +213.2% | +196.8% |
| All | +265.1% | +50.2% | +214.9% | +196.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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