+265.1%
MU vs MSCI
+17.3%
+247.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +5.4% | -12.4% | -4.3% |
| 7D | -19.1% | +11.5% | -30.6% | -14.5% |
| 30D | -25.2% | +22.1% | -47.3% | -17.8% |
| 3M | -10.9% | +18.4% | -29.3% | -3.2% |
| 6M | +38.0% | +16.6% | +21.4% | +48.8% |
| YTD | +178.8% | +18.8% | +160.0% | +211.8% |
| 1Y | +265.1% | +19.0% | +246.2% | +306.6% |
| All | +265.1% | +17.3% | +247.9% | +306.6% |
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