+10,687.6%
MU vs BTG
+332.2%
+10,355.4%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.4% |
| 7D | +12.8% | -9.1% | +21.9% | +13.9% |
| 30D | -14.9% | -1.6% | -13.3% | -14.9% |
| 3M | -18.0% | -2.8% | -15.2% | -18.0% |
| 6M | -3.1% | -7.6% | +4.5% | -2.8% |
| YTD | +172.9% | +10.2% | +162.7% | +167.7% |
| 1Y | +228.8% | +21.3% | +207.6% | +219.6% |
| 3Y | +950.8% | +82.7% | +868.2% | +870.9% |
| 5Y | +931.3% | +30.8% | +900.4% | +869.4% |
| 10Y | +4,417.7% | +163.7% | +4,254.0% | +3,742.4% |
| All | +10,687.6% | +332.2% | +10,355.4% | +5,060.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 all: compounded portfolio wealth divided by compounded BTG 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…
all analysis · Full analysis span regression · 6 months rolling