+1,311.3%
MU vs TDG
+50.3%
+1,261.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.1% | -5.0% | -5.0% |
| 7D | +2.0% | -2.7% | +4.7% | +3.4% |
| 30D | +12.5% | -9.3% | +21.8% | +18.0% |
| 3M | +9.6% | -7.1% | +16.7% | +13.0% |
| 6M | +142.6% | -11.2% | +153.8% | +154.2% |
| YTD | +242.7% | -15.3% | +257.9% | +267.4% |
| 1Y | +599.3% | -12.5% | +611.7% | +632.1% |
| All | +1,311.3% | +50.3% | +1,261.0% | +978.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 3y: compounded portfolio wealth divided by compounded TDG 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…
3y analysis · Full analysis span regression · 6 months rolling