+1,362.4%
MU vs ROIV
+200.3%
+1,162.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.5% | +4.6% | +5.6% |
| 7D | +9.0% | +0.6% | +8.3% | +8.8% |
| 30D | +13.8% | +1.0% | +12.9% | +13.1% |
| 3M | +2.1% | +18.3% | -16.2% | -2.7% |
| 6M | +153.8% | +18.3% | +135.5% | +140.5% |
| YTD | +256.4% | +61.0% | +195.4% | +206.1% |
| 1Y | +719.8% | +177.9% | +541.9% | +476.0% |
| All | +1,362.4% | +200.3% | +1,162.1% | +848.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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