+265.1%
MU vs EW
+19.7%
+245.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +4.4% | -11.4% | -7.3% |
| 7D | -19.1% | +8.3% | -27.4% | -19.6% |
| 30D | -25.2% | +13.9% | -39.2% | -26.1% |
| 3M | -10.9% | +10.9% | -21.8% | -11.7% |
| 6M | +38.0% | +19.2% | +18.7% | +34.1% |
| YTD | +178.8% | +16.6% | +162.3% | +175.3% |
| 1Y | +265.1% | +18.1% | +247.1% | +259.5% |
| All | +265.1% | +19.7% | +245.5% | +259.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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