+226.4%
MU vs SBAC
-4.7%
+231.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -2.1% |
| 7D | +21.6% | -2.7% | +24.4% | +20.3% |
| 30D | -16.2% | +3.3% | -19.5% | -14.7% |
| 3M | -12.4% | +3.3% | -15.7% | -10.6% |
| 6M | +4.2% | -10.9% | +15.1% | +4.9% |
| YTD | +180.0% | -1.0% | +180.9% | +189.8% |
| 1Y | +226.4% | -4.5% | +230.9% | +238.1% |
| All | +226.4% | -4.7% | +231.1% | +238.1% |
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