+265.1%
MU vs GEN
+20.2%
+245.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +4.0% | -11.0% | -6.1% |
| 7D | -19.1% | +26.9% | -46.0% | -15.0% |
| 30D | -25.2% | +38.6% | -63.9% | -20.3% |
| 3M | -10.9% | +9.7% | -20.7% | -8.2% |
| 6M | +38.0% | +58.9% | -20.9% | +39.3% |
| YTD | +178.8% | +15.3% | +163.5% | +147.2% |
| 1Y | +265.1% | +21.8% | +243.4% | +230.6% |
| All | +265.1% | +20.2% | +245.0% | +230.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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