+1,371.2%
MU vs FTV
-0.9%
+1,372.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.0% | +7.1% | +6.8% |
| 7D | +9.0% | -4.5% | +13.5% | +12.4% |
| 30D | +13.8% | -7.1% | +20.9% | +19.5% |
| 3M | +2.1% | -7.2% | +9.2% | +6.7% |
| 6M | +153.8% | -1.5% | +155.3% | +153.6% |
| YTD | +256.4% | +3.5% | +252.9% | +231.8% |
| 1Y | +719.8% | +20.3% | +699.4% | +557.5% |
| All | +1,371.2% | -0.9% | +1,372.1% | +1,253.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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