+661.2%
MU vs XLI
+15.2%
+645.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.5% | +4.3% | +5.9% |
| 7D | +7.5% | -0.6% | +8.1% | +8.6% |
| 30D | +19.4% | -6.9% | +26.3% | +38.6% |
| 3M | +9.8% | -1.9% | +11.8% | +18.3% |
| 6M | +164.1% | +1.0% | +163.1% | +170.2% |
| YTD | +260.3% | +11.3% | +249.0% | +196.3% |
| 1Y | +661.2% | +15.8% | +645.4% | +483.5% |
| All | +661.2% | +15.2% | +645.9% | +483.5% |
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