+265.1%
MU vs IBN
+4.2%
+260.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +3.8% | -10.8% | -7.6% |
| 7D | -19.1% | +8.9% | -28.0% | -20.7% |
| 30D | -25.2% | +12.6% | -37.9% | -28.1% |
| 3M | -10.9% | +3.1% | -14.0% | -10.9% |
| 6M | +38.0% | +20.6% | +17.4% | +29.0% |
| YTD | +178.8% | +5.8% | +173.1% | +175.4% |
| 1Y | +265.1% | +3.7% | +261.5% | +253.8% |
| All | +265.1% | +4.2% | +260.9% | +253.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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