+265.1%
MU vs EWZ
+7.8%
+257.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.6% | -8.6% | -7.6% |
| 7D | -19.1% | -4.1% | -15.0% | -17.9% |
| 30D | -25.2% | -25.0% | -0.3% | -18.0% |
| 3M | -10.9% | -10.6% | -0.3% | -14.4% |
| 6M | +38.0% | -16.6% | +54.6% | +39.6% |
| YTD | +178.8% | +2.5% | +176.4% | +158.5% |
| 1Y | +265.1% | +8.1% | +257.1% | +186.2% |
| All | +265.1% | +7.8% | +257.3% | +186.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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