+6,121.6%
MU vs TD
+7,985.3%
-1,863.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.7% | +5.5% |
| 7D | -22.0% | -1.7% | -20.3% | -20.8% |
| 30D | -36.6% | +8.2% | -44.8% | -40.2% |
| 3M | -21.7% | +1.7% | -23.4% | -22.8% |
| 6M | +3.5% | +14.2% | -10.7% | -6.5% |
| YTD | +141.9% | +32.8% | +109.2% | +94.5% |
| 1Y | +189.8% | +55.5% | +134.4% | +107.2% |
| 3Y | +855.4% | +129.6% | +725.7% | +403.2% |
| 5Y | +869.2% | +102.2% | +767.0% | +457.0% |
| 10Y | +4,142.8% | +306.3% | +3,836.5% | +1,329.4% |
| All | +6,121.6% | +7,985.3% | -1,863.7% | +270.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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