+1,334.0%
MU vs TDG
+125.6%
+1,208.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.7% | +4.4% | +3.8% |
| 7D | +7.5% | -2.4% | +9.9% | +9.1% |
| 30D | +19.4% | -8.0% | +27.4% | +25.1% |
| 3M | +9.8% | -10.5% | +20.3% | +16.5% |
| 6M | +164.1% | -11.9% | +176.1% | +180.9% |
| YTD | +260.3% | -15.4% | +275.7% | +291.6% |
| 1Y | +661.2% | -14.2% | +675.4% | +715.0% |
| 3Y | +1,380.8% | +51.0% | +1,329.8% | +948.1% |
| All | +1,334.0% | +125.6% | +1,208.4% | +654.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling