+1,362.4%
MU vs FE
+49.5%
+1,313.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.7% | +6.0% |
| 7D | +9.0% | +1.9% | +7.0% | +9.5% |
| 30D | +13.8% | -1.2% | +15.0% | +13.6% |
| 3M | +2.1% | +3.5% | -1.4% | +3.1% |
| 6M | +153.8% | -6.1% | +159.9% | +154.3% |
| YTD | +256.4% | +7.6% | +248.8% | +263.1% |
| 1Y | +719.8% | +11.9% | +707.8% | +739.6% |
| All | +1,362.4% | +49.5% | +1,313.0% | +1,399.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 3y: compounded portfolio wealth divided by compounded FE 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…
3y analysis · Full analysis span regression · 6 months rolling