+719.8%
MU vs NDAQ
+4.3%
+715.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.9% | +8.0% | +5.5% |
| 7D | +9.0% | -2.4% | +11.4% | +8.1% |
| 30D | +13.8% | +2.5% | +11.4% | +14.8% |
| 3M | +2.1% | +9.9% | -7.8% | +8.2% |
| 6M | +153.8% | +9.4% | +144.4% | +168.6% |
| YTD | +256.4% | +0.4% | +256.0% | +293.1% |
| 1Y | +719.8% | +4.0% | +715.7% | +790.2% |
| All | +719.8% | +4.3% | +715.5% | +790.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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