+548.8%
MU vs SPMO
+24.6%
+524.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -1.6% |
| 7D | -4.1% | -0.9% | -3.1% | -1.7% |
| 30D | +7.0% | -1.9% | +8.9% | +12.9% |
| 3M | -2.1% | -1.4% | -0.7% | +6.9% |
| 6M | +133.1% | +25.5% | +107.6% | +57.6% |
| YTD | +241.9% | +24.8% | +217.1% | +135.9% |
| 1Y | +548.8% | +24.5% | +524.3% | +355.7% |
| All | +548.8% | +24.6% | +524.1% | +355.7% |
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