+2,412.1%
MU vs SE
+589.8%
+1,822.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -4.5% |
| 6M | +153.8% | +27.0% | +126.8% | +132.3% |
| YTD | +256.4% | -12.1% | +268.5% | +259.3% |
| 1Y | +719.8% | -40.9% | +760.7% | +817.7% |
| 3Y | +1,360.4% | +191.0% | +1,169.4% | +955.7% |
| 5Y | +1,312.4% | -68.3% | +1,380.7% | +1,488.4% |
| All | +2,412.1% | +589.8% | +1,822.3% | +1,190.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling