+14,087.9%
MU vs SPXU
-100.0%
+14,187.9%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -7.0% | +13.3% | +2.1% |
| 7D | -12.0% | -1.5% | -10.6% | -11.2% |
| 30D | -28.7% | +9.7% | -38.4% | -22.8% |
| 3M | -16.4% | +8.4% | -24.9% | -9.5% |
| 6M | -1.8% | -5.7% | +3.9% | +2.2% |
| YTD | +157.1% | -25.4% | +182.5% | +143.1% |
| 1Y | +208.5% | -28.9% | +237.4% | +188.7% |
| 3Y | +906.2% | -81.2% | +987.3% | +472.5% |
| 5Y | +893.4% | -83.3% | +976.7% | +596.3% |
| 10Y | +4,271.9% | -99.5% | +4,371.4% | +682.0% |
| All | +14,087.9% | -100.0% | +14,187.9% | +347.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling