+1,001.1%
MU vs LITE
+1,375.1%
-374.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -7.9% | +0.9% | -3.3% |
| 7D | -19.1% | -31.4% | +12.3% | -4.1% |
| 30D | -25.2% | -42.6% | +17.3% | -4.4% |
| 3M | -10.9% | -26.2% | +15.3% | -1.4% |
| 6M | +38.0% | -35.8% | +73.8% | +61.1% |
| YTD | +178.8% | +70.0% | +108.8% | +91.7% |
| 1Y | +265.1% | +232.7% | +32.4% | +72.2% |
| All | +1,001.1% | +1,375.1% | -374.0% | +133.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LITE.
Daily Out/Under-Performance
Portfolio return minus LITE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LITE 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 3y: compounded portfolio wealth divided by compounded LITE 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…
3y analysis · Full analysis span regression · 6 months rolling