+265.1%
MU vs SPXU
-30.4%
+295.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -4.9% | -2.1% | -12.3% |
| 7D | -19.1% | +2.2% | -21.3% | -16.9% |
| 30D | -25.2% | +3.8% | -29.0% | -21.2% |
| 3M | -10.9% | +3.3% | -14.2% | -5.9% |
| 6M | +38.0% | -16.7% | +54.7% | +24.4% |
| YTD | +178.8% | -28.6% | +207.5% | +132.6% |
| 1Y | +265.1% | -30.6% | +295.7% | +201.8% |
| All | +265.1% | -30.4% | +295.5% | +201.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling