+719.8%
MU vs OMC
+9.8%
+710.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.5% | +8.6% | +5.3% |
| 7D | +9.0% | -6.4% | +15.4% | +6.8% |
| 30D | +13.8% | +1.1% | +12.7% | +14.4% |
| 3M | +2.1% | +10.4% | -8.3% | +5.7% |
| 6M | +153.8% | -1.7% | +155.5% | +159.6% |
| YTD | +256.4% | +4.4% | +251.9% | +270.7% |
| 1Y | +719.8% | +8.4% | +711.3% | +739.3% |
| All | +719.8% | +9.8% | +710.0% | +739.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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