+265.1%
MU vs EWT
+54.0%
+211.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -1.2% | -5.8% | -5.0% |
| 7D | -19.1% | -10.9% | -8.2% | -1.9% |
| 30D | -25.2% | -17.7% | -7.5% | +3.9% |
| 3M | -10.9% | -5.0% | -5.9% | -4.0% |
| 6M | +38.0% | +7.4% | +30.6% | +29.5% |
| YTD | +178.8% | +52.8% | +126.0% | +32.9% |
| 1Y | +265.1% | +55.2% | +210.0% | +67.7% |
| All | +265.1% | +54.0% | +211.2% | +67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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