+186.6%
MU vs O
+10.5%
+176.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.0% |
| 7D | -15.2% | +3.5% | -18.7% | -10.9% |
| 30D | -29.5% | +10.4% | -39.9% | -19.3% |
| 3M | -15.8% | -2.4% | -13.3% | -16.2% |
| 6M | -2.9% | -1.2% | -1.7% | -0.2% |
| YTD | +154.2% | +10.4% | +143.8% | +196.1% |
| 1Y | +186.6% | +11.4% | +175.2% | +229.2% |
| All | +186.6% | +10.5% | +176.1% | +229.2% |
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