+265.1%
MU vs IGV
-8.7%
+273.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +0.9% | -7.9% | -7.2% |
| 7D | -19.1% | -7.5% | -11.7% | -17.6% |
| 30D | -25.2% | -5.6% | -19.6% | -24.1% |
| 3M | -10.9% | +1.5% | -12.4% | -10.9% |
| 6M | +38.0% | +17.1% | +20.9% | +34.6% |
| YTD | +178.8% | -2.0% | +180.8% | +251.3% |
| 1Y | +265.1% | -7.5% | +272.7% | +423.0% |
| All | +265.1% | -8.7% | +273.8% | +423.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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