+719.8%
MU vs EXC
+2.6%
+717.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.0% | +8.1% | +4.7% |
| 7D | +9.0% | -0.7% | +9.6% | +8.6% |
| 30D | +13.8% | -4.6% | +18.4% | +10.3% |
| 3M | +2.1% | -2.2% | +4.3% | +0.7% |
| 6M | +153.8% | -10.6% | +164.4% | +149.7% |
| YTD | +256.4% | +1.9% | +254.5% | +252.2% |
| 1Y | +719.8% | +3.4% | +716.4% | +707.6% |
| All | +719.8% | +2.6% | +717.2% | +707.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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