+106,206.6%
MU vs MAS
+1,430.5%
+104,776.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.8% | +4.3% | +5.2% |
| 7D | +9.0% | -0.8% | +9.7% | +9.4% |
| 30D | +13.8% | -5.6% | +19.4% | +16.8% |
| 3M | +2.1% | +4.4% | -2.4% | -0.7% |
| 6M | +153.8% | +7.2% | +146.6% | +143.4% |
| YTD | +256.4% | +16.1% | +240.3% | +225.5% |
| 1Y | +719.8% | +0.1% | +719.7% | +701.0% |
| 3Y | +1,360.4% | +28.3% | +1,332.1% | +1,144.9% |
| 5Y | +1,312.4% | +30.5% | +1,282.0% | +1,084.2% |
| 10Y | +6,142.6% | +139.1% | +6,003.4% | +3,745.0% |
| All | +106,206.6% | +1,430.5% | +104,776.2% | +21,121.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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