+719.8%
MU vs PG
-4.9%
+724.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.4% | +5.7% |
| 7D | +9.0% | +1.9% | +7.1% | +11.3% |
| 30D | +13.8% | -0.2% | +14.1% | +13.8% |
| 3M | +2.1% | +4.8% | -2.7% | +8.5% |
| 6M | +153.8% | -6.1% | +159.9% | +145.7% |
| YTD | +256.4% | +4.5% | +251.9% | +303.8% |
| 1Y | +719.8% | -5.3% | +725.1% | +816.9% |
| All | +719.8% | -4.9% | +724.7% | +816.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PG.
Daily Out/Under-Performance
Portfolio return minus PG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PG 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 PG 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