+228.8%
MU vs Q
+29.7%
+199.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.5% | +1.0% | +0.8% |
| 7D | +12.8% | +1.2% | +11.6% | +11.7% |
| 30D | -14.9% | -2.7% | -12.2% | -12.0% |
| 3M | -18.0% | -16.9% | -1.1% | -2.6% |
| 6M | -3.1% | -26.9% | +23.7% | +31.9% |
| YTD | +172.9% | +45.2% | +127.7% | +121.7% |
| 1Y | +228.8% | +38.1% | +190.7% | +171.1% |
| All | +228.8% | +29.7% | +199.2% | +171.1% |
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