+1,315.7%
MU vs SE
-68.6%
+1,384.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +7.0% | +6.3% |
| 7D | +9.0% | -6.1% | +15.1% | +10.7% |
| 30D | +13.8% | -2.5% | +16.3% | +13.9% |
| 3M | +2.1% | +21.7% | -19.6% | -4.6% |
| 6M | +153.8% | +27.0% | +126.8% | +132.2% |
| YTD | +256.4% | -12.1% | +268.5% | +259.6% |
| 1Y | +719.8% | -40.9% | +760.7% | +818.6% |
| 3Y | +1,360.4% | +191.0% | +1,169.4% | +984.7% |
| All | +1,315.7% | -68.6% | +1,384.3% | +1,327.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 5y: compounded portfolio wealth divided by compounded SE 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…
5y analysis · Full analysis span regression · 6 months rolling