+662.1%
MU vs IT
-29.8%
+691.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -7.4% | +5.8% | -3.4% |
| 7D | +7.2% | -9.1% | +16.3% | +4.8% |
| 30D | +14.0% | -7.0% | +21.0% | +12.4% |
| 3M | +5.4% | +7.6% | -2.2% | +14.0% |
| 6M | +170.3% | +2.1% | +168.2% | +195.8% |
| YTD | +250.7% | -31.6% | +282.3% | +291.5% |
| 1Y | +662.1% | -29.9% | +692.0% | +760.8% |
| All | +662.1% | -29.8% | +691.9% | +760.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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