+1,315.7%
MU vs PL
+82.7%
+1,233.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.3% | +7.4% | +6.4% |
| 7D | +9.0% | -9.3% | +18.3% | +11.0% |
| 30D | +13.8% | -18.9% | +32.7% | +18.6% |
| 3M | +2.1% | -58.4% | +60.5% | +20.5% |
| 6M | +153.8% | -30.3% | +184.1% | +167.9% |
| YTD | +256.4% | -8.1% | +264.5% | +254.1% |
| 1Y | +719.8% | +180.5% | +539.3% | +538.3% |
| 3Y | +1,360.4% | +444.1% | +916.2% | +823.6% |
| All | +1,315.7% | +82.7% | +1,233.0% | +776.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling