+186.6%
MU vs S
+37.8%
+148.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -15.2% | +1.4% | -16.6% | -15.2% |
| 30D | -29.5% | -10.8% | -18.7% | -29.3% |
| 3M | -15.8% | +5.4% | -21.2% | -15.1% |
| 6M | -2.9% | +41.2% | -44.1% | -4.3% |
| YTD | +154.2% | +56.2% | +98.0% | +148.2% |
| 1Y | +186.6% | +36.3% | +150.3% | +178.6% |
| All | +186.6% | +37.8% | +148.8% | +178.6% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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