+661.2%
MU vs INDA
-7.9%
+669.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.6% | +3.7% |
| 7D | +7.5% | -2.6% | +10.1% | +10.6% |
| 30D | +19.4% | -2.9% | +22.3% | +23.2% |
| 3M | +9.8% | +2.4% | +7.5% | +8.6% |
| 6M | +164.1% | -2.6% | +166.8% | +171.2% |
| YTD | +260.3% | -10.0% | +270.3% | +293.7% |
| 1Y | +661.2% | -7.7% | +668.8% | +699.7% |
| All | +661.2% | -7.9% | +669.0% | +699.7% |
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