+1,362.4%
MU vs ON
-25.0%
+1,387.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.0% | +5.1% | +5.5% |
| 7D | +9.0% | +2.4% | +6.5% | +7.5% |
| 30D | +13.8% | -3.3% | +17.1% | +15.9% |
| 3M | +2.1% | -43.6% | +45.7% | +40.1% |
| 6M | +153.8% | +19.0% | +134.9% | +138.5% |
| YTD | +256.4% | +37.4% | +219.0% | +212.7% |
| 1Y | +719.8% | +54.8% | +665.0% | +576.9% |
| All | +1,362.4% | -25.0% | +1,387.5% | +1,274.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling