+1,384.0%
MU vs SU
+120.6%
+1,263.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.1% | +2.1% |
| 7D | +7.5% | +1.6% | +5.9% | +6.8% |
| 30D | +19.4% | +10.7% | +8.6% | +14.4% |
| 3M | +9.8% | +13.5% | -3.7% | +3.6% |
| 6M | +164.1% | +21.8% | +142.3% | +133.7% |
| YTD | +260.3% | +58.8% | +201.5% | +174.9% |
| 1Y | +661.2% | +72.0% | +589.1% | +453.4% |
| All | +1,384.0% | +120.6% | +1,263.5% | +882.9% |
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