+719.8%
MU vs INDA
-5.0%
+724.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.1% |
| 7D | +9.0% | +0.7% | +8.3% | +8.2% |
| 30D | +13.8% | -0.8% | +14.6% | +14.8% |
| 3M | +2.1% | +3.9% | -1.9% | -0.7% |
| 6M | +153.8% | -0.7% | +154.5% | +154.8% |
| YTD | +256.4% | -7.7% | +264.0% | +277.3% |
| 1Y | +719.8% | -5.1% | +724.9% | +743.2% |
| All | +719.8% | -5.0% | +724.7% | +743.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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