+719.8%
MU vs IGV
-1.8%
+721.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.2% | +8.3% | +6.7% |
| 7D | +9.0% | -4.5% | +13.5% | +10.4% |
| 30D | +13.8% | +3.2% | +10.6% | +12.3% |
| 3M | +2.1% | +4.5% | -2.4% | +2.4% |
| 6M | +153.8% | +22.1% | +131.7% | +137.2% |
| YTD | +256.4% | -1.0% | +257.4% | +336.1% |
| 1Y | +719.8% | -2.1% | +721.9% | +1,007.4% |
| All | +719.8% | -1.8% | +721.6% | +1,007.4% |
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