+265.1%
MU vs PM
+48.8%
+216.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.6% | -8.6% | -5.8% |
| 7D | -19.1% | +4.3% | -23.4% | -16.3% |
| 30D | -25.2% | +11.5% | -36.7% | -18.3% |
| 3M | -10.9% | +13.0% | -23.9% | -1.1% |
| 6M | +38.0% | +25.9% | +12.1% | +58.4% |
| YTD | +178.8% | +34.0% | +144.8% | +246.7% |
| 1Y | +265.1% | +46.9% | +218.3% | +377.0% |
| All | +265.1% | +48.8% | +216.3% | +377.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 PM 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