+213.8%
MU vs Q
+66.4%
+147.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +6.3% | -1.2% | -0.6% |
| 7D | -22.0% | +0.3% | -22.3% | -21.5% |
| 30D | -36.6% | -9.8% | -26.8% | -30.0% |
| 3M | -21.7% | -12.2% | -9.5% | -12.3% |
| 6M | +3.5% | -21.6% | +25.2% | +32.1% |
| YTD | +141.9% | +43.6% | +98.4% | +112.8% |
| 1Y | +189.8% | +25.7% | +164.2% | +169.6% |
| All | +213.8% | +66.4% | +147.5% | +193.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling