+81,302.1%
MU vs EQT
+2,883.8%
+78,418.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.8% |
| 7D | +12.8% | +6.9% | +5.9% | +10.2% |
| 30D | -14.9% | +0.4% | -15.3% | -14.9% |
| 3M | -18.0% | -2.0% | -16.0% | -17.6% |
| 6M | -3.1% | -5.0% | +1.9% | -2.6% |
| YTD | +172.9% | -0.3% | +173.2% | +168.1% |
| 1Y | +228.8% | -11.3% | +240.1% | +236.3% |
| 3Y | +950.8% | +38.3% | +912.5% | +809.6% |
| 5Y | +931.3% | +166.4% | +764.9% | +554.5% |
| 10Y | +4,417.7% | +62.2% | +4,355.5% | +2,626.5% |
| All | +81,302.1% | +2,883.8% | +78,418.2% | +19,037.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling