+228.8%
MU vs ITOT
+12.1%
+216.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -1.2% |
| 7D | +12.8% | +2.5% | +10.3% | +4.4% |
| 30D | -14.9% | -1.7% | -13.2% | -7.9% |
| 3M | -18.0% | -3.4% | -14.7% | -6.2% |
| 6M | -3.1% | +2.1% | -5.2% | -5.0% |
| YTD | +172.9% | +11.5% | +161.4% | +114.5% |
| 1Y | +228.8% | +13.6% | +215.2% | +140.3% |
| All | +228.8% | +12.1% | +216.7% | +140.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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