+2,248.9%
MU vs NTR
+103.6%
+2,145.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -2.2% |
| 7D | +7.2% | +3.8% | +3.3% | +5.6% |
| 30D | +14.0% | +25.2% | -11.3% | +4.8% |
| 3M | +5.4% | +21.0% | -15.6% | -2.4% |
| 6M | +170.3% | +7.6% | +162.7% | +159.0% |
| YTD | +250.7% | +32.9% | +217.8% | +207.1% |
| 1Y | +662.1% | +43.1% | +619.0% | +542.7% |
| 3Y | +1,341.2% | +41.6% | +1,299.6% | +1,090.7% |
| 5Y | +1,319.3% | +54.8% | +1,264.6% | +867.7% |
| All | +2,248.9% | +103.6% | +2,145.3% | +1,165.9% |
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