+189.8%
MU vs S
+31.6%
+158.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.6% | +3.5% | +4.9% |
| 7D | -22.0% | -13.4% | -8.6% | -20.8% |
| 30D | -36.6% | -14.0% | -22.6% | -35.8% |
| 3M | -21.7% | +4.9% | -26.6% | -20.6% |
| 6M | +3.5% | +42.0% | -38.5% | +1.4% |
| YTD | +141.9% | +45.1% | +96.8% | +138.2% |
| 1Y | +189.8% | +33.1% | +156.8% | +184.1% |
| All | +189.8% | +31.6% | +158.2% | +184.1% |
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