+106,206.6%
MU vs TAP
+825.0%
+105,381.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.2% | +6.3% | +6.1% |
| 7D | +9.0% | -2.3% | +11.3% | +9.5% |
| 30D | +13.8% | -2.1% | +16.0% | +14.1% |
| 3M | +2.1% | +6.6% | -4.5% | -0.4% |
| 6M | +153.8% | -11.5% | +165.3% | +157.0% |
| YTD | +256.4% | -10.3% | +266.7% | +258.4% |
| 1Y | +719.8% | -14.4% | +734.1% | +731.0% |
| 3Y | +1,360.4% | -28.3% | +1,388.7% | +1,421.3% |
| 5Y | +1,312.4% | +1.7% | +1,310.7% | +1,239.0% |
| 10Y | +6,142.6% | -49.2% | +6,191.8% | +6,573.4% |
| All | +106,206.6% | +825.0% | +105,381.6% | +52,287.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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