+719.8%
MU vs MSCI
+4.9%
+714.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.4% | +6.0% |
| 7D | +9.0% | +0.4% | +8.6% | +9.2% |
| 30D | +13.8% | +0.6% | +13.3% | +14.3% |
| 3M | +2.1% | -7.1% | +9.2% | +2.8% |
| 6M | +153.8% | +0.8% | +153.0% | +153.8% |
| YTD | +256.4% | +1.0% | +255.4% | +261.5% |
| 1Y | +719.8% | +4.3% | +715.4% | +742.1% |
| All | +719.8% | +4.9% | +714.9% | +742.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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