+265.1%
MU vs VIK
+55.4%
+209.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +6.2% | -13.2% | -9.5% |
| 7D | -19.1% | +5.4% | -24.5% | -21.0% |
| 30D | -25.2% | +12.5% | -37.8% | -29.1% |
| 3M | -10.9% | -15.2% | +4.3% | -3.8% |
| 6M | +38.0% | +15.4% | +22.6% | +30.7% |
| YTD | +178.8% | +27.7% | +151.2% | +151.4% |
| 1Y | +265.1% | +59.7% | +205.4% | +226.3% |
| All | +265.1% | +55.4% | +209.7% | +226.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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