+640.8%
MU vs TE
+153.0%
+487.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +10.0% | -11.6% | -3.8% |
| 7D | +7.2% | +18.2% | -11.1% | +3.0% |
| 30D | +14.0% | -13.5% | +27.5% | +16.7% |
| 3M | +5.4% | -44.6% | +50.0% | +16.8% |
| 6M | +170.3% | -24.7% | +195.0% | +183.9% |
| YTD | +250.7% | -24.3% | +274.9% | +267.5% |
| All | +640.8% | +153.0% | +487.8% | +679.2% |
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