+13,988.0%
MU vs BTG
+392.0%
+13,596.0%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.4% | +7.5% | +6.2% |
| 7D | +9.0% | -0.9% | +9.9% | +9.0% |
| 30D | +13.8% | +36.8% | -23.0% | +9.6% |
| 3M | +2.1% | +23.1% | -21.0% | -0.4% |
| 6M | +153.8% | +3.5% | +150.3% | +151.4% |
| YTD | +256.4% | +25.5% | +230.9% | +245.5% |
| 1Y | +719.8% | +40.1% | +679.7% | +685.7% |
| 3Y | +1,360.4% | +101.1% | +1,259.2% | +1,236.4% |
| 5Y | +1,312.4% | +70.6% | +1,241.8% | +1,195.6% |
| 10Y | +6,142.6% | +152.1% | +5,990.4% | +5,205.6% |
| All | +13,988.0% | +392.0% | +13,596.0% | +6,560.7% |
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