+1,315.7%
MU vs SPOT
+107.9%
+1,207.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.2% | +9.3% | +6.9% |
| 7D | +9.0% | -0.9% | +9.9% | +9.2% |
| 30D | +13.8% | +12.5% | +1.3% | +9.7% |
| 3M | +2.1% | +9.9% | -7.8% | -1.9% |
| 6M | +153.8% | +1.6% | +152.2% | +146.5% |
| YTD | +256.4% | -6.6% | +263.0% | +252.4% |
| 1Y | +719.8% | -22.9% | +742.7% | +764.5% |
| 3Y | +1,360.4% | +244.3% | +1,116.1% | +784.5% |
| All | +1,315.7% | +107.9% | +1,207.8% | +758.2% |
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