+266.5%
MUU vs ILMN
+79.5%
+187.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +3.6% | +8.9% | +9.2% |
| 7D | -27.2% | -2.6% | -24.6% | -22.6% |
| 30D | -54.0% | -20.6% | -33.4% | -43.2% |
| 3M | -41.4% | +17.5% | -58.9% | -49.3% |
| 6M | -42.5% | +55.6% | -98.1% | -58.4% |
| YTD | +211.2% | +68.3% | +142.9% | +95.4% |
| All | +266.5% | +79.5% | +187.0% | +111.3% |
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