+4,524.1%
MU vs SPMO
+469.5%
+4,054.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | +21.6% | +9.8% | +11.9% | +6.2% |
| 30D | -16.2% | -9.2% | -7.0% | -1.1% |
| 3M | -12.4% | -11.0% | -1.4% | +7.5% |
| 6M | +4.2% | -6.6% | +10.8% | +28.3% |
| YTD | +180.0% | +13.3% | +166.6% | +170.7% |
| 1Y | +226.4% | +12.7% | +213.7% | +220.7% |
| 3Y | +969.7% | +127.5% | +842.2% | +364.9% |
| 5Y | +957.9% | +117.4% | +840.6% | +391.5% |
| All | +4,524.1% | +469.5% | +4,054.6% | +943.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling