+265.1%
MU vs FN
-25.7%
+290.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -6.0% | -1.0% | -4.0% |
| 7D | -19.1% | -7.0% | -12.1% | -16.3% |
| 30D | -25.2% | -24.7% | -0.5% | -14.5% |
| 3M | -10.9% | -35.7% | +24.8% | +8.3% |
| 6M | +38.0% | -52.4% | +90.4% | +89.1% |
| YTD | +178.8% | -25.0% | +203.8% | +186.4% |
| 1Y | +265.1% | -25.7% | +290.8% | +273.7% |
| All | +265.1% | -25.7% | +290.9% | +273.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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