+12,443.9%
MU vs O
+5,387.7%
+7,056.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +6.5% |
| 7D | +9.0% | -0.7% | +9.7% | +9.3% |
| 30D | +13.8% | -1.9% | +15.7% | +14.8% |
| 3M | +2.1% | +3.8% | -1.8% | -1.0% |
| 6M | +153.8% | -4.7% | +158.6% | +155.9% |
| YTD | +256.4% | +12.5% | +243.9% | +230.6% |
| 1Y | +719.8% | +10.8% | +708.9% | +664.6% |
| 3Y | +1,360.4% | +28.8% | +1,331.6% | +1,132.0% |
| 5Y | +1,312.4% | +13.2% | +1,299.2% | +1,162.3% |
| 10Y | +6,142.6% | +53.5% | +6,089.1% | +4,356.6% |
| All | +12,443.9% | +5,387.7% | +7,056.2% | +2,116.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling