+957.9%
MU vs FLEX
+467.1%
+490.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -0.8% |
| 7D | +21.6% | +17.1% | +4.6% | +9.0% |
| 30D | -16.2% | -29.5% | +13.3% | +5.6% |
| 3M | -12.4% | -37.3% | +24.9% | +18.4% |
| 6M | +4.2% | -44.1% | +48.3% | +56.0% |
| YTD | +180.0% | +29.3% | +150.7% | +119.2% |
| 1Y | +226.4% | +24.2% | +202.2% | +163.2% |
| 3Y | +969.7% | +297.3% | +672.4% | +295.7% |
| 5Y | +957.9% | +446.2% | +511.8% | +174.9% |
| All | +957.9% | +467.1% | +490.8% | +174.9% |
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