+719.8%
MU vs XLI
+18.3%
+701.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.4% | +5.7% | +5.3% |
| 7D | +9.0% | -1.1% | +10.0% | +11.3% |
| 30D | +13.8% | -5.9% | +19.8% | +29.4% |
| 3M | +2.1% | -0.3% | +2.3% | +6.4% |
| 6M | +153.8% | +0.1% | +153.7% | +162.9% |
| YTD | +256.4% | +13.6% | +242.8% | +184.3% |
| 1Y | +719.8% | +17.2% | +702.6% | +535.7% |
| All | +719.8% | +18.3% | +701.5% | +535.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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