+1,371.2%
MU vs PSX
+140.2%
+1,231.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.9% | +6.0% |
| 7D | +9.0% | +4.5% | +4.4% | +7.4% |
| 30D | +13.8% | +26.6% | -12.8% | +5.1% |
| 3M | +2.1% | +39.3% | -37.2% | -8.9% |
| 6M | +153.8% | +56.8% | +97.0% | +112.4% |
| YTD | +256.4% | +101.8% | +154.6% | +160.3% |
| 1Y | +719.8% | +99.6% | +620.2% | +498.7% |
| All | +1,371.2% | +140.2% | +1,231.1% | +876.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling