+2,313.5%
MU vs NTR
+103.7%
+2,209.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.7% | +2.7% |
| 7D | +7.5% | +0.5% | +7.0% | +7.2% |
| 30D | +19.4% | +21.7% | -2.4% | +11.0% |
| 3M | +9.8% | +22.8% | -12.9% | +1.2% |
| 6M | +164.1% | +8.2% | +155.9% | +152.6% |
| YTD | +260.3% | +32.9% | +227.4% | +215.5% |
| 1Y | +661.2% | +45.3% | +615.8% | +537.9% |
| 3Y | +1,380.8% | +41.7% | +1,339.2% | +1,123.2% |
| 5Y | +1,346.4% | +49.8% | +1,296.6% | +906.2% |
| All | +2,313.5% | +103.7% | +2,209.8% | +1,200.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling