+265.1%
MU vs EQT
-3.4%
+268.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -3.2% | -3.8% | -7.2% |
| 7D | -19.1% | -6.6% | -12.5% | -19.5% |
| 30D | -25.2% | +2.7% | -28.0% | -24.9% |
| 3M | -10.9% | -0.2% | -10.7% | -10.7% |
| 6M | +38.0% | -10.6% | +48.6% | +39.8% |
| YTD | +178.8% | -1.2% | +180.0% | +167.6% |
| 1Y | +265.1% | -4.9% | +270.0% | +251.5% |
| All | +265.1% | -3.4% | +268.6% | +251.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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