+265.1%
MU vs NDAQ
+28.8%
+236.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +2.6% | -9.6% | -6.1% |
| 7D | -19.1% | +3.9% | -23.1% | -17.9% |
| 30D | -25.2% | +19.0% | -44.2% | -20.5% |
| 3M | -10.9% | +17.6% | -28.5% | -5.7% |
| 6M | +38.0% | +21.0% | +17.0% | +54.1% |
| YTD | +178.8% | +14.1% | +164.7% | +230.3% |
| 1Y | +265.1% | +29.4% | +235.7% | +317.7% |
| All | +265.1% | +28.8% | +236.3% | +317.7% |
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