+1,954.6%
MU vs U
-44.5%
+1,999.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.0% | +7.1% | +6.3% |
| 7D | +9.0% | -3.8% | +12.8% | +9.8% |
| 30D | +13.8% | +17.5% | -3.6% | +9.6% |
| 3M | +2.1% | +38.7% | -36.6% | -5.2% |
| 6M | +153.8% | +104.4% | +49.4% | +116.8% |
| YTD | +256.4% | -5.7% | +262.1% | +246.5% |
| 1Y | +719.8% | +3.7% | +716.1% | +676.1% |
| 3Y | +1,360.4% | +12.3% | +1,348.0% | +1,168.8% |
| 5Y | +1,312.4% | -68.8% | +1,381.2% | +1,261.2% |
| All | +1,954.6% | -44.5% | +1,999.1% | +1,665.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling