+5,077.1%
MU vs STX
+8,652.1%
-3,575.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.2% | +6.3% | +5.7% |
| 7D | -22.0% | -28.5% | +6.5% | -6.6% |
| 30D | -36.6% | -42.9% | +6.3% | -14.7% |
| 3M | -21.7% | -45.9% | +24.2% | +6.9% |
| 6M | +3.5% | -41.3% | +44.8% | +38.2% |
| YTD | +141.9% | +67.9% | +74.0% | +88.7% |
| 1Y | +189.8% | +66.5% | +123.3% | +127.4% |
| 3Y | +855.4% | +588.0% | +267.4% | +272.0% |
| 5Y | +869.2% | +449.1% | +420.1% | +313.4% |
| 10Y | +4,142.8% | +1,982.8% | +2,160.0% | +868.9% |
| All | +5,077.1% | +8,652.1% | -3,575.1% | +323.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling