+938.2%
MU vs O
+7.0%
+931.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.5% |
| 7D | +12.8% | -0.4% | +13.2% | +12.8% |
| 30D | -14.9% | +7.1% | -22.0% | -15.5% |
| 3M | -18.0% | -5.2% | -12.8% | -17.3% |
| 6M | -3.1% | -1.8% | -1.4% | -3.5% |
| YTD | +172.9% | +9.1% | +163.8% | +162.0% |
| 1Y | +228.8% | +9.7% | +219.2% | +214.6% |
| 3Y | +950.8% | +39.1% | +911.7% | +769.2% |
| All | +938.2% | +7.0% | +931.2% | +882.0% |
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