+1,371.2%
MU vs SPXU
-81.1%
+1,452.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.3% | +4.8% | +7.1% |
| 7D | +9.0% | -0.1% | +9.1% | +8.9% |
| 30D | +13.8% | +0.8% | +13.0% | +14.7% |
| 3M | +2.1% | -4.7% | +6.8% | +2.8% |
| 6M | +153.8% | -29.6% | +183.4% | +111.8% |
| YTD | +256.4% | -29.9% | +286.3% | +200.7% |
| 1Y | +719.8% | -39.1% | +758.8% | +547.9% |
| All | +1,371.2% | -81.1% | +1,452.3% | +664.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling