+265.1%
MU vs TER
+42.7%
+222.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -6.8% | -0.2% | -2.2% |
| 7D | -19.1% | -19.9% | +0.8% | -5.6% |
| 30D | -25.2% | -43.5% | +18.3% | +10.5% |
| 3M | -10.9% | -37.8% | +26.9% | +20.8% |
| 6M | +38.0% | -25.6% | +63.6% | +72.5% |
| YTD | +178.8% | +29.8% | +149.0% | +107.8% |
| 1Y | +265.1% | +43.2% | +222.0% | +149.6% |
| All | +265.1% | +42.7% | +222.5% | +149.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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