+719.8%
MU vs SGOV
+3.8%
+715.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +8.0% |
| 7D | +9.0% | +0.1% | +8.9% | +13.7% |
| 30D | +13.8% | +0.3% | +13.5% | +33.8% |
| 3M | +2.1% | +1.0% | +1.1% | +50.6% |
| 6M | +153.8% | +1.9% | +151.9% | +355.4% |
| YTD | +256.4% | +2.5% | +253.9% | +562.8% |
| 1Y | +719.8% | +3.8% | +715.9% | +2,029.7% |
| All | +719.8% | +3.8% | +715.9% | +2,029.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 SGOV 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