+4,277.4%
MU vs TER
+993.6%
+3,283.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -0.9% |
| 7D | -15.2% | -8.9% | -6.3% | -9.3% |
| 30D | -29.5% | -39.1% | +9.5% | -1.3% |
| 3M | -15.8% | -32.8% | +17.0% | +8.3% |
| 6M | -2.9% | -31.7% | +28.9% | +26.1% |
| YTD | +154.2% | +26.9% | +127.3% | +103.6% |
| 1Y | +186.6% | +33.6% | +153.0% | +122.1% |
| 3Y | +871.5% | +181.5% | +690.0% | +307.1% |
| 5Y | +911.7% | +76.1% | +835.6% | +462.6% |
| 10Y | +4,277.4% | +1,006.2% | +3,271.2% | +407.9% |
| All | +4,277.4% | +993.6% | +3,283.8% | +407.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling