+719.8%
MU vs EQT
+7.9%
+711.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +6.1% |
| 7D | +9.0% | +1.1% | +7.9% | +9.0% |
| 30D | +13.8% | +7.7% | +6.1% | +13.7% |
| 3M | +2.1% | +0.2% | +1.9% | +2.9% |
| 6M | +153.8% | -9.5% | +163.3% | +160.4% |
| YTD | +256.4% | +3.8% | +252.6% | +245.7% |
| 1Y | +719.8% | +7.8% | +712.0% | +716.1% |
| All | +719.8% | +7.9% | +711.9% | +716.1% |
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