+9,064.9%
MU vs TD
+7,879.0%
+1,185.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.4% | +7.5% | +7.1% |
| 7D | +9.0% | +0.3% | +8.7% | +8.6% |
| 30D | +13.8% | +0.4% | +13.4% | +13.5% |
| 3M | +2.1% | +7.6% | -5.6% | -3.1% |
| 6M | +153.8% | +25.0% | +128.8% | +114.7% |
| YTD | +256.4% | +31.0% | +225.4% | +189.9% |
| 1Y | +719.8% | +65.2% | +654.6% | +461.0% |
| 3Y | +1,360.4% | +122.5% | +1,237.9% | +685.7% |
| 5Y | +1,312.4% | +124.8% | +1,187.6% | +649.3% |
| 10Y | +6,142.6% | +298.2% | +5,844.4% | +2,038.0% |
| All | +9,064.9% | +7,879.0% | +1,185.9% | +452.1% |
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