+1,371.2%
MU vs EWT
+202.3%
+1,168.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.9% | +4.2% | +3.3% |
| 7D | +9.0% | +4.0% | +5.0% | +2.7% |
| 30D | +13.8% | +10.3% | +3.5% | -1.9% |
| 3M | +2.1% | +6.1% | -4.0% | -3.6% |
| 6M | +153.8% | +56.6% | +97.2% | +41.0% |
| YTD | +256.4% | +76.6% | +179.8% | +68.0% |
| 1Y | +719.8% | +97.9% | +621.9% | +238.4% |
| All | +1,371.2% | +202.3% | +1,168.9% | +301.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling