+719.8%
MU vs EXR
+1.1%
+718.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.3% | +5.8% |
| 7D | +9.0% | -2.6% | +11.5% | +8.4% |
| 30D | +13.8% | -7.2% | +21.0% | +12.0% |
| 3M | +2.1% | -3.5% | +5.6% | +0.4% |
| 6M | +153.8% | -5.3% | +159.1% | +145.9% |
| YTD | +256.4% | +9.4% | +247.0% | +237.3% |
| 1Y | +719.8% | +1.3% | +718.4% | +695.4% |
| All | +719.8% | +1.1% | +718.7% | +695.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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