+265.1%
MU vs V
+30.8%
+234.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +3.8% | -10.8% | -4.1% |
| 7D | -19.1% | +9.0% | -28.1% | -13.5% |
| 30D | -25.2% | +18.1% | -43.3% | -15.7% |
| 3M | -10.9% | +18.3% | -29.2% | +1.1% |
| 6M | +38.0% | +34.1% | +3.9% | +67.4% |
| YTD | +178.8% | +25.2% | +153.6% | +246.9% |
| 1Y | +265.1% | +29.3% | +235.8% | +363.0% |
| All | +265.1% | +30.8% | +234.4% | +363.0% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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