+19,570.0%
MU vs SPXU
-100.0%
+19,670.0%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.3% | +4.8% | +6.8% |
| 7D | +9.0% | -0.1% | +9.1% | +8.9% |
| 30D | +13.8% | +0.8% | +13.0% | +14.5% |
| 3M | +2.1% | -4.7% | +6.8% | +3.1% |
| 6M | +153.8% | -29.6% | +183.4% | +122.3% |
| YTD | +256.4% | -29.9% | +286.3% | +215.3% |
| 1Y | +719.8% | -39.1% | +758.8% | +589.8% |
| 3Y | +1,360.4% | -80.0% | +1,440.4% | +738.0% |
| 5Y | +1,312.4% | -86.0% | +1,398.5% | +772.9% |
| 10Y | +6,142.6% | -99.5% | +6,242.1% | +953.5% |
| All | +19,570.0% | -100.0% | +19,670.0% | +480.0% |
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