+1,371.2%
MU vs STX
+1,257.5%
+113.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +6.3% | -0.2% | +1.4% |
| 7D | +9.0% | +2.4% | +6.6% | +7.1% |
| 30D | +13.8% | +1.4% | +12.4% | +11.7% |
| 3M | +2.1% | -8.2% | +10.3% | +8.4% |
| 6M | +153.8% | +127.0% | +26.8% | +44.1% |
| YTD | +256.4% | +209.1% | +47.2% | +58.1% |
| 1Y | +719.8% | +365.4% | +354.3% | +159.6% |
| All | +1,371.2% | +1,257.5% | +113.7% | +104.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 3y: compounded portfolio wealth divided by compounded STX 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…
3y analysis · Full analysis span regression · 6 months rolling