+189.8%
MU vs T
-6.7%
+196.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.0% | +4.4% |
| 7D | -22.0% | +1.0% | -23.0% | -21.3% |
| 30D | -36.6% | -10.6% | -26.0% | -40.7% |
| 3M | -21.7% | -7.7% | -14.0% | -24.3% |
| 6M | +3.5% | -13.3% | +16.9% | -1.6% |
| YTD | +141.9% | -8.8% | +150.7% | +128.7% |
| 1Y | +189.8% | -8.4% | +198.2% | +177.0% |
| All | +189.8% | -6.7% | +196.5% | +177.0% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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