+226.4%
MU vs U
+19.5%
+206.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.7% | -1.7% |
| 7D | +21.6% | +2.8% | +18.8% | +21.4% |
| 30D | -16.2% | +7.6% | -23.8% | -16.5% |
| 3M | -12.4% | +12.7% | -25.1% | -13.3% |
| 6M | +4.2% | +87.0% | -82.8% | -3.3% |
| YTD | +180.0% | +13.6% | +166.4% | +190.2% |
| 1Y | +226.4% | +25.3% | +201.1% | +217.7% |
| All | +226.4% | +19.5% | +206.9% | +217.7% |
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