+228.8%
MU vs STT
+46.7%
+182.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.4% |
| 7D | +12.8% | +4.8% | +8.0% | +8.6% |
| 30D | -14.9% | +3.9% | -18.8% | -16.5% |
| 3M | -18.0% | -8.2% | -9.9% | -12.5% |
| 6M | -3.1% | +15.6% | -18.7% | -9.4% |
| YTD | +172.9% | +37.6% | +135.3% | +118.8% |
| 1Y | +228.8% | +50.1% | +178.7% | +136.0% |
| All | +228.8% | +46.7% | +182.1% | +136.0% |
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