+265.1%
MU vs SU
+88.1%
+177.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -4.5% | -2.5% | -6.8% |
| 7D | -19.1% | -7.1% | -12.0% | -18.9% |
| 30D | -25.2% | +4.8% | -30.0% | -24.7% |
| 3M | -10.9% | +12.5% | -23.4% | -10.4% |
| 6M | +38.0% | +6.5% | +31.5% | +40.8% |
| YTD | +178.8% | +65.8% | +113.0% | +105.4% |
| 1Y | +265.1% | +86.2% | +179.0% | +142.3% |
| All | +265.1% | +88.1% | +177.0% | +142.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 1y: compounded portfolio wealth divided by compounded SU 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…
1y analysis · Full analysis span regression · 6 months rolling