+5,621.8%
MU vs P
+485.4%
+5,136.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.4% | +4.7% | +5.5% |
| 7D | +9.0% | +6.5% | +2.4% | +5.9% |
| 30D | +13.8% | +18.8% | -5.0% | +4.1% |
| 3M | +2.1% | +26.7% | -24.7% | -7.9% |
| 6M | +153.8% | +62.2% | +91.6% | +105.3% |
| YTD | +256.4% | +48.5% | +207.9% | +195.7% |
| 1Y | +719.8% | +26.4% | +693.4% | +611.8% |
| 3Y | +1,360.4% | +159.4% | +1,201.0% | +796.3% |
| 5Y | +1,312.4% | +275.8% | +1,036.6% | +622.7% |
| 10Y | +6,142.6% | +732.0% | +5,410.6% | +2,282.3% |
| All | +5,621.8% | +485.4% | +5,136.4% | +2,046.9% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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