+265.1%
MU vs SBAC
+2.4%
+262.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +5.8% | -12.8% | -4.5% |
| 7D | -19.1% | +5.8% | -24.9% | -16.9% |
| 30D | -25.2% | +20.8% | -46.0% | -18.6% |
| 3M | -10.9% | +4.8% | -15.7% | -8.6% |
| 6M | +38.0% | -9.1% | +47.1% | +41.1% |
| YTD | +178.8% | +3.1% | +175.8% | +192.3% |
| 1Y | +265.1% | +2.2% | +263.0% | +286.5% |
| All | +265.1% | +2.4% | +262.8% | +286.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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