+719.8%
MU vs IRM
+34.4%
+685.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.6% | +4.5% | +5.0% |
| 7D | +9.0% | -0.5% | +9.4% | +9.3% |
| 30D | +13.8% | -8.1% | +21.9% | +20.6% |
| 3M | +2.1% | -9.7% | +11.7% | +9.7% |
| 6M | +153.8% | +10.0% | +143.8% | +150.7% |
| YTD | +256.4% | +43.0% | +213.4% | +211.6% |
| 1Y | +719.8% | +32.7% | +687.1% | +658.9% |
| All | +719.8% | +34.4% | +685.4% | +658.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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