+855.4%
MU vs NDAQ
+122.6%
+732.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.3% | +4.8% | +5.1% |
| 7D | -22.0% | +0.8% | -22.8% | -22.1% |
| 30D | -36.6% | +16.5% | -53.1% | -39.2% |
| 3M | -21.7% | +13.5% | -35.2% | -24.4% |
| 6M | +3.5% | +20.9% | -17.4% | -2.8% |
| YTD | +141.9% | +11.4% | +130.5% | +138.5% |
| 1Y | +189.8% | +25.9% | +163.9% | +160.6% |
| 3Y | +855.4% | +119.9% | +735.5% | +502.9% |
| All | +855.4% | +122.6% | +732.8% | +502.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling