+719.8%
MU vs USAR
+27.9%
+691.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.5% | +6.6% | +6.2% |
| 7D | +9.0% | -2.1% | +11.1% | +9.5% |
| 30D | +13.8% | +2.6% | +11.2% | +12.5% |
| 3M | +2.1% | -35.0% | +37.1% | +9.5% |
| 6M | +153.8% | -6.9% | +160.7% | +159.7% |
| YTD | +256.4% | +48.0% | +208.4% | +247.3% |
| 1Y | +719.8% | +24.8% | +695.0% | +702.2% |
| All | +719.8% | +27.9% | +691.9% | +702.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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