+7,526.3%
MU vs STX
+16,011.1%
-8,484.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +6.3% | -0.2% | +2.8% |
| 7D | +9.0% | +2.4% | +6.6% | +7.7% |
| 30D | +13.8% | +1.4% | +12.4% | +12.6% |
| 3M | +2.1% | -8.2% | +10.3% | +7.5% |
| 6M | +153.8% | +127.0% | +26.8% | +70.7% |
| YTD | +256.4% | +209.1% | +47.2% | +103.4% |
| 1Y | +719.8% | +365.4% | +354.3% | +278.2% |
| 3Y | +1,360.4% | +1,135.4% | +225.0% | +318.3% |
| 5Y | +1,312.4% | +991.5% | +320.9% | +323.5% |
| 10Y | +6,142.6% | +3,695.8% | +2,446.8% | +945.8% |
| All | +7,526.3% | +16,011.1% | -8,484.8% | +356.4% |
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