+265.1%
MU vs HIG
+12.7%
+252.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +2.4% | -9.4% | -3.6% |
| 7D | -19.1% | +6.2% | -25.3% | -11.3% |
| 30D | -25.2% | +9.4% | -34.7% | -14.1% |
| 3M | -10.9% | -2.3% | -8.6% | -12.1% |
| 6M | +38.0% | +4.2% | +33.8% | +56.6% |
| YTD | +178.8% | +1.6% | +177.3% | +219.8% |
| 1Y | +265.1% | +9.9% | +255.3% | +344.7% |
| All | +265.1% | +12.7% | +252.4% | +344.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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