+674.5%
MU vs U
-5.7%
+680.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.0% | +7.1% | +6.2% |
| 7D | +9.0% | -3.8% | +12.8% | +9.6% |
| 30D | +13.8% | +17.5% | -3.6% | +10.7% |
| 3M | +2.1% | +38.7% | -36.6% | -3.1% |
| 6M | +153.8% | +104.4% | +49.4% | +128.7% |
| YTD | +256.4% | -5.7% | +262.1% | +269.3% |
| All | +674.5% | -5.7% | +680.2% | +653.8% |
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