+189.8%
MU vs MP
-38.7%
+228.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +6.6% | -0.4% | +2.9% |
| 7D | -12.0% | -1.6% | -10.5% | -11.0% |
| 30D | -28.7% | -18.2% | -10.6% | -21.2% |
| 3M | -16.4% | -26.1% | +9.7% | -4.4% |
| 6M | -1.8% | -44.0% | +42.2% | +25.1% |
| YTD | +157.1% | -25.3% | +182.3% | +179.3% |
| All | +189.8% | -38.7% | +228.4% | +243.1% |
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