+1,371.2%
MU vs HIG
+103.2%
+1,268.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.3% | +5.9% |
| 7D | +9.0% | +0.3% | +8.7% | +9.0% |
| 30D | +13.8% | -3.2% | +17.0% | +13.4% |
| 3M | +2.1% | +9.1% | -7.1% | +2.8% |
| 6M | +153.8% | -1.8% | +155.6% | +158.6% |
| YTD | +256.4% | +1.8% | +254.6% | +260.6% |
| 1Y | +719.8% | +4.6% | +715.2% | +725.3% |
| All | +1,371.2% | +103.2% | +1,268.1% | +1,227.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling