+265.1%
MU vs MDY
+17.5%
+247.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +0.6% | -7.6% | -8.4% |
| 7D | -19.1% | +1.7% | -20.8% | -22.6% |
| 30D | -25.2% | +1.2% | -26.4% | -27.7% |
| 3M | -10.9% | -3.5% | -7.4% | -2.6% |
| 6M | +38.0% | +3.5% | +34.5% | +34.6% |
| YTD | +178.8% | +13.6% | +165.2% | +123.2% |
| 1Y | +265.1% | +17.1% | +248.1% | +177.8% |
| All | +265.1% | +17.5% | +247.7% | +177.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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