+226.4%
MU vs SPXU
-25.8%
+252.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.6% | -0.4% |
| 7D | +21.6% | -9.4% | +31.0% | +10.1% |
| 30D | -16.2% | +7.4% | -23.7% | -4.8% |
| 3M | -12.4% | +6.2% | -18.5% | -1.0% |
| 6M | +4.2% | -7.2% | +11.4% | +7.6% |
| YTD | +180.0% | -26.8% | +206.7% | +149.3% |
| 1Y | +226.4% | -26.3% | +252.7% | +198.9% |
| All | +226.4% | -25.8% | +252.2% | +198.9% |
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