+1,324.9%
MU vs FRSH
-72.4%
+1,397.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.4% | +4.2% | +3.0% |
| 7D | +7.5% | -9.6% | +17.1% | +9.4% |
| 30D | +19.4% | -0.4% | +19.8% | +19.0% |
| 3M | +9.8% | +27.2% | -17.4% | +2.8% |
| 6M | +164.1% | +42.2% | +121.9% | +139.2% |
| YTD | +260.3% | -2.6% | +262.9% | +252.8% |
| 1Y | +661.2% | -10.2% | +671.3% | +659.0% |
| 3Y | +1,380.8% | -45.5% | +1,426.4% | +1,510.9% |
| All | +1,324.9% | -72.4% | +1,397.3% | +1,315.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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