+1,315.7%
MU vs PSX
+342.7%
+973.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.9% | +6.0% |
| 7D | +9.0% | +4.5% | +4.4% | +7.5% |
| 30D | +13.8% | +26.6% | -12.8% | +5.7% |
| 3M | +2.1% | +39.3% | -37.2% | -8.3% |
| 6M | +153.8% | +56.8% | +97.0% | +116.4% |
| YTD | +256.4% | +101.8% | +154.6% | +174.0% |
| 1Y | +719.8% | +99.6% | +620.2% | +531.0% |
| 3Y | +1,360.4% | +140.3% | +1,220.0% | +934.6% |
| All | +1,315.7% | +342.7% | +973.0% | +729.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling