+965.1%
MU vs SPOT
+112.4%
+852.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.2% | -1.2% |
| 7D | +21.6% | -2.6% | +24.2% | +22.4% |
| 30D | -16.2% | +13.5% | -29.7% | -19.4% |
| 3M | -12.4% | +22.2% | -34.6% | -18.0% |
| 6M | +4.2% | +38.3% | -34.1% | -7.6% |
| YTD | +180.0% | +3.1% | +176.9% | +167.3% |
| 1Y | +226.4% | -7.6% | +234.0% | +224.6% |
| 3Y | +969.7% | +250.0% | +719.7% | +540.2% |
| All | +965.1% | +112.4% | +852.7% | +515.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 5y: compounded portfolio wealth divided by compounded SPOT 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…
5y analysis · Full analysis span regression · 6 months rolling