+186.6%
MU vs DOW
+45.5%
+141.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -0.9% |
| 7D | -15.2% | -6.8% | -8.4% | -15.9% |
| 30D | -29.5% | +10.8% | -40.3% | -28.3% |
| 3M | -15.8% | +4.1% | -19.9% | -14.6% |
| 6M | -2.9% | -12.7% | +9.9% | -2.0% |
| YTD | +154.2% | +39.2% | +115.0% | +105.7% |
| 1Y | +186.6% | +49.5% | +137.1% | +125.0% |
| All | +186.6% | +45.5% | +141.1% | +125.0% |
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