+1,315.7%
MU vs O
+13.2%
+1,302.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +6.2% |
| 7D | +9.0% | -0.7% | +9.7% | +9.1% |
| 30D | +13.8% | -1.9% | +15.7% | +14.1% |
| 3M | +2.1% | +3.8% | -1.8% | +0.5% |
| 6M | +153.8% | -4.7% | +158.6% | +155.3% |
| YTD | +256.4% | +12.5% | +243.9% | +240.8% |
| 1Y | +719.8% | +10.8% | +708.9% | +686.7% |
| 3Y | +1,360.4% | +28.8% | +1,331.6% | +1,192.1% |
| All | +1,315.7% | +13.2% | +1,302.5% | +1,246.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling