+661.2%
MU vs HIG
+6.8%
+654.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.1% | +3.6% |
| 7D | +7.5% | -0.5% | +8.0% | +6.8% |
| 30D | +19.4% | -2.8% | +22.2% | +15.6% |
| 3M | +9.8% | +6.3% | +3.5% | +21.2% |
| 6M | +164.1% | -0.1% | +164.2% | +184.7% |
| YTD | +260.3% | +0.4% | +259.9% | +294.6% |
| 1Y | +661.2% | +6.2% | +654.9% | +820.0% |
| All | +661.2% | +6.8% | +654.4% | +820.0% |
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