+265.1%
MU vs NI
+9.5%
+255.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.5% | -8.5% | -7.0% |
| 7D | -19.1% | +3.9% | -23.1% | -19.2% |
| 30D | -25.2% | +15.3% | -40.5% | -26.6% |
| 3M | -10.9% | +2.4% | -13.3% | -9.9% |
| 6M | +38.0% | -4.5% | +42.5% | +42.9% |
| YTD | +178.8% | +11.4% | +167.5% | +146.5% |
| 1Y | +265.1% | +8.5% | +256.7% | +233.2% |
| All | +265.1% | +9.5% | +255.7% | +233.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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