+226.4%
MU vs FND
-23.4%
+249.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.4% | +2.8% | -1.0% |
| 7D | +21.6% | -5.1% | +26.8% | +22.6% |
| 30D | -16.2% | +9.2% | -25.4% | -17.4% |
| 3M | -12.4% | -17.7% | +5.3% | -9.1% |
| 6M | +4.2% | +2.5% | +1.7% | +2.0% |
| YTD | +180.0% | -19.8% | +199.8% | +177.5% |
| 1Y | +226.4% | -22.7% | +249.1% | +225.0% |
| All | +226.4% | -23.4% | +249.8% | +225.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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