+265.1%
MU vs STT
+53.6%
+211.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +2.2% | -9.2% | -8.6% |
| 7D | -19.1% | -0.1% | -19.0% | -19.1% |
| 30D | -25.2% | -1.7% | -23.6% | -24.3% |
| 3M | -10.9% | -6.4% | -4.5% | -6.7% |
| 6M | +38.0% | +17.7% | +20.3% | +26.2% |
| YTD | +178.8% | +36.9% | +142.0% | +118.5% |
| 1Y | +265.1% | +52.0% | +213.1% | +153.5% |
| All | +265.1% | +53.6% | +211.6% | +153.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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