+599.3%
MU vs XYZ
+4.3%
+594.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.5% | -4.8% |
| 7D | +2.0% | -5.2% | +7.2% | +3.5% |
| 30D | +12.5% | 0.0% | +12.5% | +12.3% |
| 3M | +9.6% | +18.7% | -9.1% | +3.5% |
| 6M | +142.6% | +20.5% | +122.1% | +129.1% |
| YTD | +242.7% | +21.5% | +221.2% | +232.8% |
| 1Y | +599.3% | +7.2% | +592.1% | +633.5% |
| All | +599.3% | +4.3% | +594.9% | +633.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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