+236.9%
MU vs MDY
+15.7%
+221.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.8% | +11.1% | +9.9% |
| 7D | +2.0% | +0.2% | +1.8% | +3.1% |
| 30D | -18.0% | +2.1% | -20.1% | -20.9% |
| 3M | -6.6% | -3.6% | -2.9% | +4.3% |
| 6M | +2.0% | +1.7% | +0.4% | +3.9% |
| YTD | +184.5% | +13.8% | +170.6% | +130.7% |
| 1Y | +236.9% | +15.5% | +221.3% | +168.8% |
| All | +236.9% | +15.7% | +221.1% | +168.8% |
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