+662.1%
MU vs DOW
+27.5%
+634.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.6% |
| 7D | +7.2% | -2.9% | +10.1% | +7.2% |
| 30D | +14.0% | +2.0% | +12.0% | +14.1% |
| 3M | +5.4% | -12.5% | +17.9% | +6.5% |
| 6M | +170.3% | -9.2% | +179.5% | +162.1% |
| YTD | +250.7% | +30.8% | +219.9% | +187.9% |
| 1Y | +662.1% | +29.4% | +632.7% | +537.4% |
| All | +662.1% | +27.5% | +634.6% | +537.4% |
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