+719.8%
MU vs EXPE
+40.7%
+679.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.7% | +7.8% | +6.0% |
| 7D | +9.0% | -9.5% | +18.5% | +8.4% |
| 30D | +13.8% | -6.6% | +20.4% | +13.5% |
| 3M | +2.1% | +31.4% | -29.3% | +0.1% |
| 6M | +153.8% | +35.2% | +118.6% | +142.8% |
| YTD | +256.4% | +5.8% | +250.6% | +258.0% |
| 1Y | +719.8% | +38.7% | +681.1% | +708.9% |
| All | +719.8% | +40.7% | +679.1% | +708.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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