+1,362.4%
MU vs PM
+117.4%
+1,245.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.0% | +8.1% | +5.5% |
| 7D | +9.0% | -4.9% | +13.9% | +7.3% |
| 30D | +13.8% | -3.4% | +17.2% | +12.7% |
| 3M | +2.1% | +5.2% | -3.1% | +3.9% |
| 6M | +153.8% | +3.7% | +150.1% | +156.2% |
| YTD | +256.4% | +15.8% | +240.6% | +266.5% |
| 1Y | +719.8% | +17.4% | +702.4% | +747.9% |
| All | +1,362.4% | +117.4% | +1,245.0% | +1,521.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling