+599.3%
MU vs EWZ
+35.8%
+563.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.3% | -6.2% | -6.0% |
| 7D | +2.0% | +1.1% | +0.9% | +0.8% |
| 30D | +12.5% | +13.5% | -0.9% | 0.0% |
| 3M | +9.6% | +15.2% | -5.6% | -2.9% |
| 6M | +142.6% | +3.7% | +138.9% | +133.7% |
| YTD | +242.7% | +22.5% | +220.1% | +197.9% |
| 1Y | +599.3% | +35.3% | +564.0% | +406.0% |
| All | +599.3% | +35.8% | +563.5% | +406.0% |
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