+265.1%
MU vs FGI
+38.7%
+226.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -5.0% | -2.0% | -6.9% |
| 7D | -19.1% | +3.3% | -22.5% | -19.2% |
| 30D | -25.2% | -2.0% | -23.2% | -25.2% |
| 3M | -10.9% | +60.3% | -71.2% | -13.9% |
| 6M | +38.0% | +0.7% | +37.2% | +34.4% |
| YTD | +178.8% | +30.2% | +148.7% | +151.5% |
| 1Y | +265.1% | +44.4% | +220.8% | +231.2% |
| All | +265.1% | +38.7% | +226.5% | +231.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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