+719.8%
MU vs JPM
+21.8%
+697.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +7.0% | +6.3% |
| 7D | +9.0% | +0.3% | +8.7% | +8.9% |
| 30D | +13.8% | -0.2% | +14.0% | +13.8% |
| 3M | +2.1% | +15.9% | -13.8% | -0.3% |
| 6M | +153.8% | +20.9% | +132.9% | +143.5% |
| YTD | +256.4% | +12.9% | +243.5% | +250.9% |
| 1Y | +719.8% | +20.3% | +699.5% | +684.3% |
| All | +719.8% | +21.8% | +697.9% | +684.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JPM.
Daily Out/Under-Performance
Portfolio return minus JPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JPM 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 JPM 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