+906.2%
MU vs SPXU
-80.6%
+986.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -7.0% | +13.3% | +0.3% |
| 7D | -12.0% | -1.5% | -10.6% | -11.0% |
| 30D | -28.7% | +9.7% | -38.4% | -20.3% |
| 3M | -16.4% | +8.4% | -24.9% | -6.9% |
| 6M | -1.8% | -5.7% | +3.9% | +2.9% |
| YTD | +157.1% | -25.4% | +182.5% | +136.1% |
| 1Y | +208.5% | -28.9% | +237.4% | +178.8% |
| 3Y | +906.2% | -81.2% | +987.3% | +390.1% |
| All | +906.2% | -80.6% | +986.8% | +390.1% |
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