+236.9%
MU vs IRE
-97.4%
+334.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +12.1% | -0.2% | +9.4% |
| 7D | +2.0% | -15.1% | +17.2% | +3.7% |
| 30D | -18.0% | -71.4% | +53.4% | +0.3% |
| 3M | -6.6% | -81.2% | +74.6% | +20.2% |
| 6M | +2.0% | -93.7% | +95.8% | +47.8% |
| YTD | +184.5% | -92.2% | +276.7% | +261.3% |
| 1Y | +236.9% | -97.3% | +334.1% | +354.0% |
| All | +236.9% | -97.4% | +334.3% | +354.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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