+106,206.6%
MU vs IP
+364.8%
+105,841.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.2% | +3.9% | +5.0% |
| 7D | +9.0% | -5.3% | +14.2% | +11.8% |
| 30D | +13.8% | -10.9% | +24.7% | +20.0% |
| 3M | +2.1% | +11.2% | -9.1% | -4.4% |
| 6M | +153.8% | -10.2% | +164.0% | +160.6% |
| YTD | +256.4% | -2.0% | +258.4% | +246.1% |
| 1Y | +719.8% | -19.1% | +738.9% | +764.6% |
| 3Y | +1,360.4% | +20.9% | +1,339.5% | +1,119.7% |
| 5Y | +1,312.4% | -17.8% | +1,330.2% | +1,310.6% |
| 10Y | +6,142.6% | +23.5% | +6,119.1% | +4,791.5% |
| All | +106,206.6% | +364.8% | +105,841.8% | +32,808.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 all: compounded portfolio wealth divided by compounded IP 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…
all analysis · Full analysis span regression · 6 months rolling