+5,975.2%
MU vs TER
+1,677.3%
+4,298.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +5.5% | +0.6% | +2.3% |
| 7D | +9.0% | +0.6% | +8.4% | +8.5% |
| 30D | +13.8% | -8.3% | +22.1% | +20.3% |
| 3M | +2.1% | -12.2% | +14.3% | +12.8% |
| 6M | +153.8% | +17.1% | +136.7% | +121.6% |
| YTD | +256.4% | +84.7% | +171.7% | +124.6% |
| 1Y | +719.8% | +199.9% | +519.8% | +259.9% |
| 3Y | +1,360.4% | +232.8% | +1,127.6% | +455.8% |
| 5Y | +1,312.4% | +198.6% | +1,113.8% | +446.6% |
| All | +5,975.2% | +1,677.3% | +4,298.0% | +475.9% |
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