+504.3%
MUU vs ILMN
+92.1%
+412.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -4.9% | -9.1% | -10.1% |
| 7D | -35.9% | -21.6% | -14.3% | -23.0% |
| 30D | -47.1% | -22.9% | -24.3% | -35.5% |
| 3M | -29.8% | +11.6% | -41.4% | -38.7% |
| 6M | +16.0% | +62.5% | -46.5% | -23.3% |
| YTD | +286.1% | +72.7% | +213.4% | +121.6% |
| 1Y | +504.3% | +93.9% | +410.5% | +177.2% |
| All | +504.3% | +92.1% | +412.2% | +177.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 ILMN 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