+871.5%
MU vs SYY
+25.9%
+845.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -1.0% |
| 7D | -15.2% | +4.7% | -20.0% | -15.3% |
| 30D | -29.5% | -0.7% | -28.9% | -29.6% |
| 3M | -15.8% | -6.8% | -9.0% | -15.4% |
| 6M | -2.9% | +8.6% | -11.5% | -5.6% |
| YTD | +154.2% | +8.4% | +145.8% | +151.3% |
| 1Y | +186.6% | +7.1% | +179.5% | +183.1% |
| 3Y | +871.5% | +25.2% | +846.3% | +804.9% |
| All | +871.5% | +25.9% | +845.6% | +804.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling