+1,272.8%
MU vs SPOT
+263.5%
+1,009.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.9% | +7.0% | +5.6% |
| 7D | -22.0% | +1.6% | -23.6% | -22.4% |
| 30D | -36.6% | +17.6% | -54.1% | -40.0% |
| 3M | -21.7% | +26.9% | -48.6% | -28.4% |
| 6M | +3.5% | +41.8% | -38.3% | -10.2% |
| YTD | +141.9% | +3.8% | +138.1% | +127.5% |
| 1Y | +189.8% | -2.5% | +192.3% | +179.0% |
| 3Y | +855.4% | +260.6% | +594.8% | +462.0% |
| 5Y | +869.2% | +108.6% | +760.5% | +533.0% |
| All | +1,272.8% | +263.5% | +1,009.4% | +481.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling