+957.9%
MU vs STT
+105.9%
+852.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.4% |
| 7D | +21.6% | +5.1% | +16.5% | +17.8% |
| 30D | -16.2% | -0.2% | -16.0% | -15.5% |
| 3M | -12.4% | -8.1% | -4.2% | -6.9% |
| 6M | +4.2% | +16.6% | -12.5% | -4.8% |
| YTD | +180.0% | +37.8% | +142.1% | +128.3% |
| 1Y | +226.4% | +46.8% | +179.6% | +156.0% |
| 3Y | +969.7% | +181.2% | +788.6% | +463.7% |
| 5Y | +957.9% | +105.1% | +852.8% | +533.5% |
| All | +957.9% | +105.9% | +852.0% | +533.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling