+938.2%
MU vs STX
+462.7%
+475.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.1% | +0.6% | -0.3% |
| 7D | +12.8% | +14.6% | -1.8% | +2.3% |
| 30D | -14.9% | -26.0% | +11.1% | +5.7% |
| 3M | -18.0% | -42.6% | +24.6% | +19.5% |
| 6M | -3.1% | -35.3% | +32.1% | +30.9% |
| YTD | +172.9% | +92.5% | +80.4% | +69.7% |
| 1Y | +228.8% | +102.4% | +126.4% | +97.2% |
| 3Y | +950.8% | +673.8% | +277.0% | +129.9% |
| All | +938.2% | +462.7% | +475.6% | +172.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling