+1,315.7%
MU vs FLEX
+657.3%
+658.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.5% | +4.6% | +5.1% |
| 7D | +9.0% | -0.9% | +9.9% | +9.7% |
| 30D | +13.8% | -10.1% | +24.0% | +22.2% |
| 3M | +2.1% | -31.3% | +33.4% | +33.6% |
| 6M | +153.8% | +71.3% | +82.5% | +69.4% |
| YTD | +256.4% | +81.2% | +175.1% | +127.5% |
| 1Y | +719.8% | +98.5% | +621.3% | +391.1% |
| 3Y | +1,360.4% | +428.2% | +932.1% | +362.3% |
| All | +1,315.7% | +657.3% | +658.4% | +221.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 5y: compounded portfolio wealth divided by compounded FLEX 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…
5y analysis · Full analysis span regression · 6 months rolling