+1,362.4%
MU vs FN
+158.4%
+1,204.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.1% | +3.0% | +4.5% |
| 7D | +9.0% | -1.7% | +10.7% | +9.9% |
| 30D | +13.8% | -22.0% | +35.8% | +27.2% |
| 3M | +2.1% | -43.0% | +45.1% | +33.6% |
| 6M | +153.8% | -27.7% | +181.6% | +183.0% |
| YTD | +256.4% | -10.5% | +266.9% | +249.6% |
| 1Y | +719.8% | +12.5% | +707.3% | +613.1% |
| All | +1,362.4% | +158.4% | +1,204.1% | +759.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling