+662.1%
MU vs USAR
+29.1%
+633.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.7% |
| 7D | +7.2% | +2.3% | +4.8% | +6.6% |
| 30D | +14.0% | -8.6% | +22.6% | +15.9% |
| 3M | +5.4% | -20.5% | +25.9% | +9.4% |
| 6M | +170.3% | +1.2% | +169.1% | +174.5% |
| YTD | +250.7% | +48.4% | +202.3% | +241.2% |
| 1Y | +662.1% | +30.6% | +631.5% | +638.2% |
| All | +662.1% | +29.1% | +633.0% | +638.2% |
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