+76,578.9%
MU vs JPM
+10,764.1%
+65,814.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.3% | +4.0% | +5.0% |
| 7D | -12.0% | +0.4% | -12.5% | -12.1% |
| 30D | -28.7% | +2.7% | -31.5% | -29.8% |
| 3M | -16.4% | -3.8% | -12.6% | -14.8% |
| 6M | -1.8% | +14.3% | -16.1% | -9.6% |
| YTD | +157.1% | +8.2% | +148.9% | +142.6% |
| 1Y | +208.5% | +11.0% | +197.5% | +186.6% |
| 3Y | +906.2% | +152.7% | +753.5% | +490.1% |
| 5Y | +893.4% | +130.8% | +762.6% | +507.9% |
| 10Y | +4,271.9% | +506.0% | +3,765.9% | +1,454.9% |
| All | +76,578.9% | +10,764.1% | +65,814.8% | +6,200.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling