+265.1%
MU vs PSX
+97.5%
+167.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -4.5% | -2.5% | -7.8% |
| 7D | -19.1% | -5.2% | -14.0% | -19.9% |
| 30D | -25.2% | -3.7% | -21.5% | -25.6% |
| 3M | -10.9% | +26.8% | -37.7% | -5.1% |
| 6M | +38.0% | +47.3% | -9.3% | +55.4% |
| YTD | +178.8% | +105.4% | +73.4% | +218.0% |
| 1Y | +265.1% | +96.9% | +168.2% | +326.9% |
| All | +265.1% | +97.5% | +167.6% | +326.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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