+189.8%
MU vs V
+25.8%
+164.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | -22.0% | +2.2% | -24.2% | -20.5% |
| 30D | -36.6% | +13.6% | -50.2% | -30.5% |
| 3M | -21.7% | +14.3% | -36.0% | -13.5% |
| 6M | +3.5% | +33.1% | -29.6% | +22.0% |
| YTD | +141.9% | +21.2% | +120.7% | +193.5% |
| 1Y | +189.8% | +26.4% | +163.4% | +260.5% |
| All | +189.8% | +25.8% | +164.0% | +260.5% |
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