+265.1%
MU vs SYY
+8.7%
+256.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +3.8% | -10.8% | -6.7% |
| 7D | -19.1% | -6.3% | -12.8% | -19.2% |
| 30D | -25.2% | +0.7% | -26.0% | -25.4% |
| 3M | -10.9% | -6.4% | -4.5% | -10.8% |
| 6M | +38.0% | +7.6% | +30.4% | +32.1% |
| YTD | +178.8% | +7.4% | +171.4% | +196.9% |
| 1Y | +265.1% | +8.3% | +256.8% | +289.0% |
| All | +265.1% | +8.7% | +256.4% | +289.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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