+11,144.8%
MU vs BTG
+355.9%
+10,788.9%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -2.4% | +14.3% | +12.2% |
| 7D | +2.0% | +1.4% | +0.7% | +1.8% |
| 30D | -18.0% | -1.1% | -16.8% | -18.0% |
| 3M | -6.6% | +2.5% | -9.1% | -7.1% |
| 6M | +2.0% | -3.1% | +5.1% | +1.8% |
| YTD | +184.5% | +16.3% | +168.2% | +177.4% |
| 1Y | +236.9% | +27.6% | +209.3% | +225.6% |
| 3Y | +987.0% | +89.5% | +897.4% | +900.0% |
| 5Y | +1,014.6% | +33.6% | +981.1% | +944.4% |
| 10Y | +4,609.2% | +178.2% | +4,431.0% | +3,882.2% |
| All | +11,144.8% | +355.9% | +10,788.9% | +5,248.4% |
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