+21,073.2%
MU vs IT
+6,105.9%
+14,967.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.6% | +10.7% | +7.7% |
| 7D | +9.0% | -6.0% | +15.0% | +11.1% |
| 30D | +13.8% | 0.0% | +13.8% | +13.0% |
| 3M | +2.1% | +13.1% | -11.0% | -6.8% |
| 6M | +153.8% | +11.7% | +142.1% | +128.1% |
| YTD | +256.4% | -26.1% | +282.5% | +265.6% |
| 1Y | +719.8% | -21.3% | +741.0% | +714.7% |
| 3Y | +1,360.4% | -46.7% | +1,407.1% | +1,538.4% |
| 5Y | +1,312.4% | -40.5% | +1,352.9% | +1,415.6% |
| 10Y | +6,142.6% | +103.9% | +6,038.7% | +4,139.6% |
| All | +21,073.2% | +6,105.9% | +14,967.3% | +5,317.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling