+1,319.3%
MU vs SPXS
-85.9%
+1,405.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.2% | -0.6% |
| 7D | +7.2% | -1.5% | +8.7% | +6.1% |
| 30D | +14.0% | +3.7% | +10.3% | +16.8% |
| 3M | +5.4% | -9.6% | +15.0% | +2.2% |
| 6M | +170.3% | -32.4% | +202.7% | +128.9% |
| YTD | +250.7% | -28.7% | +279.3% | +211.0% |
| 1Y | +662.1% | -38.1% | +700.2% | +542.3% |
| 3Y | +1,341.2% | -80.1% | +1,421.3% | +741.7% |
| 5Y | +1,319.3% | -85.9% | +1,405.3% | +825.8% |
| All | +1,319.3% | -85.9% | +1,405.3% | +825.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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