+153.8%
MU vs GEN
+37.7%
+116.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.2% | +8.3% | +5.9% |
| 7D | +9.0% | -1.2% | +10.2% | +8.8% |
| 30D | +13.8% | +10.1% | +3.7% | +15.0% |
| 3M | +2.1% | +16.1% | -14.0% | +6.5% |
| 6M | +153.8% | +38.9% | +115.0% | +135.2% |
| All | +153.8% | +37.7% | +116.1% | +135.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling