+661.2%
MU vs IGV
-7.7%
+668.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.6% | +3.0% |
| 7D | +7.5% | -1.5% | +9.0% | +7.9% |
| 30D | +19.4% | -3.0% | +22.4% | +20.2% |
| 3M | +9.8% | +9.6% | +0.3% | +6.6% |
| 6M | +164.1% | +16.1% | +148.0% | +153.3% |
| YTD | +260.3% | -3.6% | +263.9% | +346.4% |
| 1Y | +661.2% | -7.8% | +669.0% | +952.6% |
| All | +661.2% | -7.7% | +668.8% | +952.6% |
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