+189.8%
MU vs V
+26.4%
+163.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.1% | +6.4% | +6.2% |
| 7D | -12.0% | -0.8% | -11.3% | -12.3% |
| 30D | -28.7% | +9.5% | -38.3% | -23.8% |
| 3M | -16.4% | +16.7% | -33.1% | -6.6% |
| 6M | -1.8% | +32.9% | -34.7% | +15.5% |
| YTD | +157.1% | +21.1% | +136.0% | +211.6% |
| All | +189.8% | +26.4% | +163.4% | +257.1% |
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