+1,341.2%
MU vs BTDR
+8.5%
+1,332.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.3% | -3.9% | -2.0% |
| 7D | +7.2% | +22.4% | -15.3% | +3.6% |
| 30D | +14.0% | +16.5% | -2.5% | +10.4% |
| 3M | +5.4% | -31.5% | +36.9% | +9.8% |
| 6M | +170.3% | +74.0% | +96.2% | +147.7% |
| YTD | +250.7% | +13.0% | +237.6% | +235.3% |
| 1Y | +662.1% | -0.2% | +662.3% | +627.1% |
| 3Y | +1,341.2% | +9.9% | +1,331.3% | +1,076.3% |
| All | +1,341.2% | +8.5% | +1,332.7% | +1,076.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 3y: compounded portfolio wealth divided by compounded BTDR 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…
3y analysis · Full analysis span regression · 6 months rolling