+719.8%
MU vs MP
-17.4%
+737.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.4% | +4.7% | +5.6% |
| 7D | +9.0% | -2.9% | +11.8% | +10.1% |
| 30D | +13.8% | +13.8% | 0.0% | +7.8% |
| 3M | +2.1% | -16.7% | +18.8% | +6.4% |
| 6M | +153.8% | -11.5% | +165.3% | +157.5% |
| YTD | +256.4% | +7.9% | +248.5% | +247.4% |
| 1Y | +719.8% | -15.0% | +734.8% | +733.4% |
| All | +719.8% | -17.4% | +737.1% | +733.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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