+106,206.6%
MU vs SU
+60,256.6%
+45,950.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +6.1% |
| 7D | +9.0% | +3.6% | +5.4% | +9.0% |
| 30D | +13.8% | +7.9% | +5.9% | +13.8% |
| 3M | +2.1% | +3.5% | -1.4% | +2.1% |
| 6M | +153.8% | +19.0% | +134.8% | +153.7% |
| YTD | +256.4% | +55.0% | +201.4% | +256.0% |
| 1Y | +719.8% | +71.2% | +648.6% | +718.7% |
| 3Y | +1,360.4% | +117.4% | +1,242.9% | +1,357.7% |
| 5Y | +1,312.4% | +335.2% | +977.3% | +1,307.6% |
| 10Y | +6,142.6% | +248.7% | +5,893.8% | +6,122.6% |
| All | +106,206.6% | +60,256.6% | +45,950.0% | +101,508.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling