+819.8%
MU vs ROIV
+248.8%
+571.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -4.2% | -13.2% | -16.7% |
| 7D | -29.7% | -2.4% | -27.3% | -29.4% |
| 30D | -37.2% | +3.1% | -40.3% | -37.5% |
| 3M | -26.5% | +5.8% | -32.3% | -27.6% |
| 6M | +2.6% | +29.3% | -26.7% | -2.3% |
| YTD | +130.1% | +68.8% | +61.4% | +108.9% |
| 1Y | +176.7% | +81.0% | +95.7% | +147.5% |
| 3Y | +813.1% | +294.6% | +518.5% | +620.0% |
| 5Y | +822.0% | +373.1% | +448.8% | +528.7% |
| All | +819.8% | +248.8% | +571.1% | +584.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling