+662.1%
MU vs ON
+43.3%
+618.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.4% | +2.8% | +1.6% |
| 7D | +7.2% | -2.2% | +9.3% | +8.8% |
| 30D | +14.0% | -12.4% | +26.4% | +25.5% |
| 3M | +5.4% | -41.2% | +46.6% | +51.5% |
| 6M | +170.3% | +25.0% | +145.3% | +141.4% |
| YTD | +250.7% | +31.3% | +219.4% | +205.3% |
| 1Y | +662.1% | +45.4% | +616.7% | +523.5% |
| All | +662.1% | +43.3% | +618.8% | +523.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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