+265.1%
MU vs STM
+92.4%
+172.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -6.1% | -0.9% | -2.4% |
| 7D | -19.1% | -6.0% | -13.1% | -15.3% |
| 30D | -25.2% | -20.9% | -4.3% | -11.1% |
| 3M | -10.9% | -15.8% | +4.8% | 0.0% |
| 6M | +38.0% | -17.0% | +55.0% | +62.4% |
| YTD | +178.8% | +76.8% | +102.0% | +84.2% |
| 1Y | +265.1% | +96.5% | +168.7% | +123.6% |
| All | +265.1% | +92.4% | +172.8% | +123.6% |
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