+265.1%
MU vs U
+17.5%
+247.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +4.9% | -11.9% | -7.8% |
| 7D | -19.1% | +7.5% | -26.6% | -20.1% |
| 30D | -25.2% | -7.0% | -18.2% | -24.4% |
| 3M | -10.9% | +20.6% | -31.5% | -13.9% |
| 6M | +38.0% | +53.2% | -15.2% | +28.1% |
| YTD | +178.8% | -3.9% | +182.7% | +193.9% |
| 1Y | +265.1% | +18.4% | +246.8% | +242.3% |
| All | +265.1% | +17.5% | +247.6% | +242.3% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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