+231.7%
MU vs TE
-52.1%
+283.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.9% | +9.0% | +11.0% |
| 7D | +2.0% | -22.0% | +24.0% | +10.7% |
| 30D | -18.0% | -33.6% | +15.7% | -7.2% |
| 3M | -6.6% | -61.1% | +54.5% | +22.1% |
| 6M | +2.0% | -64.7% | +66.8% | +38.3% |
| YTD | +184.5% | -68.1% | +252.6% | +277.0% |
| All | +231.7% | -52.1% | +283.8% | +274.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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