+186.6%
MU vs FGI
+45.2%
+141.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -15.2% | -4.1% | -11.1% | -15.1% |
| 30D | -29.5% | -3.4% | -26.2% | -29.5% |
| 3M | -15.8% | +61.8% | -77.5% | -18.7% |
| 6M | -2.9% | +17.0% | -19.9% | -5.9% |
| YTD | +154.2% | +31.4% | +122.8% | +128.4% |
| 1Y | +186.6% | +42.7% | +143.9% | +159.6% |
| All | +186.6% | +45.2% | +141.4% | +159.6% |
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