+5,682.1%
MU vs SPMO
+572.4%
+5,109.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.6% | +4.5% | +3.8% |
| 7D | +9.0% | +2.0% | +7.0% | +6.0% |
| 30D | +13.8% | -0.4% | +14.2% | +15.0% |
| 3M | +2.1% | -1.9% | +4.0% | +11.5% |
| 6M | +153.8% | +25.0% | +128.8% | +106.3% |
| YTD | +256.4% | +26.0% | +230.4% | +187.6% |
| 1Y | +719.8% | +28.7% | +691.1% | +553.0% |
| 3Y | +1,360.4% | +160.9% | +1,199.5% | +418.5% |
| 5Y | +1,312.4% | +147.9% | +1,164.5% | +440.2% |
| 10Y | +6,142.6% | +518.9% | +5,623.6% | +975.4% |
| All | +5,682.1% | +572.4% | +5,109.7% | +818.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling