+1,362.4%
MU vs MSCI
+10.6%
+1,351.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.4% | +6.1% |
| 7D | +9.0% | +0.4% | +8.6% | +8.9% |
| 30D | +13.8% | +0.6% | +13.3% | +13.8% |
| 3M | +2.1% | -7.1% | +9.2% | +2.7% |
| 6M | +153.8% | +0.8% | +153.0% | +147.8% |
| YTD | +256.4% | +1.0% | +255.4% | +248.0% |
| 1Y | +719.8% | +4.3% | +715.4% | +686.1% |
| All | +1,362.4% | +10.6% | +1,351.8% | +1,229.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling