+1,315.7%
MU vs IVV
+82.6%
+1,233.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +6.9% |
| 7D | +9.0% | +0.1% | +8.9% | +8.7% |
| 30D | +13.8% | +0.1% | +13.7% | +13.6% |
| 3M | +2.1% | +2.0% | +0.1% | +0.4% |
| 6M | +153.8% | +13.0% | +140.8% | +110.5% |
| YTD | +256.4% | +13.6% | +242.8% | +194.3% |
| 1Y | +719.8% | +20.1% | +699.7% | +525.1% |
| 3Y | +1,360.4% | +77.6% | +1,282.8% | +546.9% |
| All | +1,315.7% | +82.6% | +1,233.1% | +533.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling