+719.8%
MU vs O
+11.2%
+708.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +5.4% |
| 7D | +9.0% | -0.7% | +9.7% | +8.3% |
| 30D | +13.8% | -1.9% | +15.7% | +11.9% |
| 3M | +2.1% | +3.8% | -1.8% | +4.0% |
| 6M | +153.8% | -4.7% | +158.6% | +153.0% |
| YTD | +256.4% | +12.5% | +243.9% | +259.4% |
| 1Y | +719.8% | +10.8% | +708.9% | +719.4% |
| All | +719.8% | +11.2% | +708.5% | +719.4% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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