+719.8%
MU vs IVV
+20.9%
+698.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +7.5% |
| 7D | +9.0% | +0.1% | +8.9% | +8.4% |
| 30D | +13.8% | +0.1% | +13.7% | +13.3% |
| 3M | +2.1% | +2.0% | +0.1% | -2.4% |
| 6M | +153.8% | +13.0% | +140.8% | +85.7% |
| YTD | +256.4% | +13.6% | +242.8% | +157.2% |
| 1Y | +719.8% | +20.1% | +699.7% | +407.2% |
| All | +719.8% | +20.9% | +698.8% | +407.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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