+265.1%
MU vs TDY
+22.9%
+242.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -4.8% | -2.2% | -2.2% |
| 7D | -19.1% | -5.0% | -14.1% | -14.7% |
| 30D | -25.2% | +2.0% | -27.2% | -26.6% |
| 3M | -10.9% | -7.7% | -3.2% | -3.2% |
| 6M | +38.0% | -0.9% | +38.9% | +40.0% |
| YTD | +178.8% | +23.7% | +155.1% | +131.1% |
| 1Y | +265.1% | +23.6% | +241.5% | +204.4% |
| All | +265.1% | +22.9% | +242.2% | +204.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 1y: compounded portfolio wealth divided by compounded TDY 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…
1y analysis · Full analysis span regression · 6 months rolling