+719.8%
MU vs STM
+107.3%
+612.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.9% | +4.2% | +4.7% |
| 7D | +9.0% | +5.8% | +3.2% | +4.7% |
| 30D | +13.8% | -1.0% | +14.8% | +14.3% |
| 3M | +2.1% | -33.3% | +35.3% | +36.3% |
| 6M | +153.8% | +57.4% | +96.4% | +103.5% |
| YTD | +256.4% | +102.2% | +154.2% | +148.7% |
| 1Y | +719.8% | +99.6% | +620.2% | +449.8% |
| All | +719.8% | +107.3% | +612.5% | +449.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 STM 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