+106,206.6%
MU vs EQT
+3,007.4%
+103,199.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +6.4% |
| 7D | +9.0% | +1.1% | +7.9% | +8.5% |
| 30D | +13.8% | +7.7% | +6.1% | +10.7% |
| 3M | +2.1% | +0.2% | +1.9% | +1.3% |
| 6M | +153.8% | -9.5% | +163.3% | +158.9% |
| YTD | +256.4% | +3.8% | +252.6% | +245.6% |
| 1Y | +719.8% | +7.8% | +712.0% | +682.2% |
| 3Y | +1,360.4% | +30.1% | +1,330.2% | +1,186.3% |
| 5Y | +1,312.4% | +188.6% | +1,123.8% | +762.3% |
| 10Y | +6,142.6% | +54.6% | +6,088.0% | +3,766.1% |
| All | +106,206.6% | +3,007.4% | +103,199.2% | +24,569.2% |
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