+186.6%
MU vs IGV
-9.4%
+195.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -0.7% |
| 7D | -15.2% | -2.3% | -12.9% | -14.3% |
| 30D | -29.5% | -11.0% | -18.6% | -27.3% |
| 3M | -15.8% | -4.5% | -11.3% | -14.1% |
| 6M | -2.9% | +10.1% | -13.0% | -2.7% |
| YTD | +154.2% | -5.1% | +159.3% | +223.8% |
| 1Y | +186.6% | -10.2% | +196.8% | +313.0% |
| All | +186.6% | -9.4% | +195.9% | +313.0% |
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