+231.7%
MU vs Q
+31.3%
+200.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.4% | +9.5% | +9.7% |
| 7D | +2.0% | +6.6% | -4.5% | -2.9% |
| 30D | -18.0% | +2.7% | -20.7% | -19.3% |
| 3M | -6.6% | -8.4% | +1.8% | +1.3% |
| 6M | +2.0% | -17.3% | +19.3% | +24.2% |
| YTD | +184.5% | +55.3% | +129.2% | +118.3% |
| All | +231.7% | +31.3% | +200.4% | +165.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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