+978.0%
MU vs SU
+130.2%
+847.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.0% | -1.8% |
| 7D | +21.6% | +0.3% | +21.3% | +21.5% |
| 30D | -16.2% | -7.9% | -8.4% | -13.1% |
| 3M | -12.4% | +9.2% | -21.5% | -15.8% |
| 6M | +4.2% | +5.5% | -1.3% | +1.1% |
| YTD | +180.0% | +59.5% | +120.5% | +107.5% |
| 1Y | +226.4% | +59.9% | +166.5% | +141.1% |
| All | +978.0% | +130.2% | +847.8% | +579.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling