+226.4%
MU vs DOW
+55.2%
+171.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.9% | -3.5% | -1.4% |
| 7D | +21.6% | +3.7% | +18.0% | +22.0% |
| 30D | -16.2% | +16.3% | -32.5% | -14.4% |
| 3M | -12.4% | +9.7% | -22.1% | -10.8% |
| 6M | +4.2% | -14.1% | +18.3% | +5.5% |
| YTD | +180.0% | +46.6% | +133.3% | +126.4% |
| 1Y | +226.4% | +56.8% | +169.6% | +155.1% |
| All | +226.4% | +55.2% | +171.2% | +155.1% |
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