+228.8%
MU vs VIK
+47.3%
+181.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -3.0% |
| 7D | +12.8% | +2.7% | +10.1% | +11.5% |
| 30D | -14.9% | +8.8% | -23.7% | -17.6% |
| 3M | -18.0% | -15.3% | -2.7% | -11.3% |
| 6M | -3.1% | +9.4% | -12.5% | -5.6% |
| YTD | +172.9% | +25.9% | +147.0% | +150.1% |
| 1Y | +228.8% | +51.0% | +177.9% | +200.2% |
| All | +228.8% | +47.3% | +181.6% | +200.2% |
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