+201.1%
MU vs V
+27.3%
+173.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -0.9% |
| 7D | -15.2% | +0.8% | -16.0% | -14.5% |
| 30D | -29.5% | +9.9% | -39.5% | -24.5% |
| 3M | -15.8% | +17.5% | -33.3% | -5.6% |
| 6M | -2.9% | +33.5% | -36.3% | +13.9% |
| YTD | +154.2% | +21.6% | +132.7% | +209.9% |
| All | +201.1% | +27.3% | +173.8% | +278.3% |
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