+893.4%
MU vs TE
-80.7%
+974.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.0% | +9.2% | +6.8% |
| 7D | -12.0% | -10.5% | -1.5% | -10.0% |
| 30D | -28.7% | -32.4% | +3.7% | -23.7% |
| 3M | -16.4% | -60.9% | +44.4% | -2.5% |
| 6M | -1.8% | -62.8% | +61.0% | +14.9% |
| YTD | +157.1% | -65.7% | +222.8% | +197.6% |
| 1Y | +208.5% | -39.9% | +248.4% | +227.1% |
| 3Y | +906.2% | +10.6% | +895.5% | +737.1% |
| 5Y | +893.4% | -79.7% | +973.1% | +905.0% |
| All | +893.4% | -80.7% | +974.1% | +905.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling