+265.1%
MU vs SPMO
+11.0%
+254.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.8% | -6.2% | -4.9% |
| 7D | -19.1% | -8.9% | -10.2% | +2.3% |
| 30D | -25.2% | -13.8% | -11.4% | +9.5% |
| 3M | -10.9% | -12.5% | +1.6% | +26.7% |
| 6M | +38.0% | -1.5% | +39.5% | +62.6% |
| YTD | +178.8% | +11.3% | +167.5% | +160.3% |
| 1Y | +265.1% | +11.5% | +253.7% | +242.0% |
| All | +265.1% | +11.0% | +254.2% | +242.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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