+957.9%
MU vs NTR
+21.6%
+936.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.5% |
| 7D | +21.6% | -1.4% | +23.0% | +21.9% |
| 30D | -16.2% | +2.2% | -18.4% | -16.7% |
| 3M | -12.4% | +6.8% | -19.2% | -13.7% |
| 6M | +4.2% | +0.6% | +3.6% | +3.5% |
| YTD | +180.0% | +18.2% | +161.8% | +166.0% |
| 1Y | +226.4% | +21.3% | +205.1% | +207.6% |
| 3Y | +969.7% | +46.6% | +923.1% | +849.3% |
| 5Y | +957.9% | +21.3% | +936.6% | +756.5% |
| All | +957.9% | +21.6% | +936.3% | +756.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 5y: compounded portfolio wealth divided by compounded NTR 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…
5y analysis · Full analysis span regression · 6 months rolling