+808.8%
MU vs PL
+403.1%
+405.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -10.1% | -7.3% | -15.2% |
| 7D | -29.7% | -20.5% | -9.2% | -25.8% |
| 30D | -37.2% | -38.8% | +1.6% | -29.9% |
| 3M | -26.5% | -49.1% | +22.6% | -15.1% |
| 6M | +2.6% | -69.4% | +71.9% | +30.6% |
| YTD | +130.1% | -42.3% | +172.5% | +154.5% |
| 1Y | +176.7% | -14.2% | +190.9% | +180.4% |
| All | +808.8% | +403.1% | +405.7% | +498.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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