+719.8%
MU vs FOXA
+9.1%
+710.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.4% | +9.5% | +5.4% |
| 7D | +9.0% | -4.0% | +12.9% | +8.1% |
| 30D | +13.8% | +12.0% | +1.8% | +16.9% |
| 3M | +2.1% | +0.3% | +1.8% | +6.2% |
| 6M | +153.8% | +12.5% | +141.3% | +163.7% |
| YTD | +256.4% | -9.6% | +266.0% | +276.1% |
| 1Y | +719.8% | +8.6% | +711.2% | +775.3% |
| All | +719.8% | +9.1% | +710.7% | +775.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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