+1,263.7%
MU vs EQT
+192.3%
+1,071.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.6% | -5.5% | -5.1% |
| 7D | +2.0% | -1.2% | +3.2% | +2.3% |
| 30D | +12.5% | +1.1% | +11.5% | +12.1% |
| 3M | +9.6% | +4.8% | +4.8% | +7.6% |
| 6M | +142.6% | -10.6% | +153.2% | +147.9% |
| YTD | +242.7% | +3.4% | +239.2% | +234.4% |
| 1Y | +599.3% | +8.7% | +590.6% | +571.1% |
| 3Y | +1,308.3% | +35.0% | +1,273.3% | +1,168.2% |
| 5Y | +1,263.7% | +204.2% | +1,059.5% | +971.9% |
| All | +1,263.7% | +192.3% | +1,071.4% | +971.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling