+855.4%
MU vs MP
+114.3%
+741.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.9% | +0.2% | +3.8% |
| 7D | -22.0% | -10.5% | -11.5% | -19.5% |
| 30D | -36.6% | -23.5% | -13.0% | -31.9% |
| 3M | -21.7% | -25.4% | +3.7% | -16.0% |
| 6M | +3.5% | -51.3% | +54.8% | +22.4% |
| YTD | +141.9% | -29.9% | +171.8% | +163.6% |
| 1Y | +189.8% | -31.8% | +221.7% | +216.9% |
| 3Y | +855.4% | +127.0% | +728.4% | +583.0% |
| All | +855.4% | +114.3% | +741.0% | +583.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling