+719.8%
MU vs V
+7.8%
+712.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.0% | +7.1% | +5.5% |
| 7D | +9.0% | -1.7% | +10.7% | +7.8% |
| 30D | +13.8% | +2.0% | +11.9% | +15.5% |
| 3M | +2.1% | +17.4% | -15.3% | +10.7% |
| 6M | +153.8% | +17.5% | +136.3% | +175.6% |
| YTD | +256.4% | +7.6% | +248.8% | +286.7% |
| 1Y | +719.8% | +7.7% | +712.0% | +796.3% |
| All | +719.8% | +7.8% | +712.0% | +796.3% |
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