+265.1%
MU vs XHB
+5.8%
+259.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +5.4% | -12.4% | -9.7% |
| 7D | -19.1% | +9.7% | -28.9% | -23.6% |
| 30D | -25.2% | +11.7% | -36.9% | -30.5% |
| 3M | -10.9% | -1.4% | -9.5% | -9.7% |
| 6M | +38.0% | +6.8% | +31.2% | +34.3% |
| YTD | +178.8% | +5.5% | +173.3% | +162.8% |
| 1Y | +265.1% | +5.1% | +260.0% | +246.6% |
| All | +265.1% | +5.8% | +259.4% | +246.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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