+265.1%
MU vs JAAA
+4.8%
+260.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | 0.0% | -7.0% | -7.0% |
| 7D | -19.1% | +0.2% | -19.3% | -20.8% |
| 30D | -25.2% | +0.4% | -25.7% | -29.6% |
| 3M | -10.9% | +1.2% | -12.1% | -24.9% |
| 6M | +38.0% | +2.3% | +35.6% | -2.3% |
| YTD | +178.8% | +3.9% | +175.0% | +48.4% |
| 1Y | +265.1% | +4.8% | +260.3% | +58.1% |
| All | +265.1% | +4.8% | +260.4% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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