+228.8%
MU vs TER
+41.9%
+187.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.4% | +2.9% | +1.3% |
| 7D | +12.8% | +14.4% | -1.6% | +2.4% |
| 30D | -14.9% | -30.6% | +15.7% | +9.4% |
| 3M | -18.0% | -39.2% | +21.1% | +13.4% |
| 6M | -3.1% | -31.3% | +28.2% | +26.3% |
| YTD | +172.9% | +29.1% | +143.8% | +109.8% |
| 1Y | +228.8% | +47.4% | +181.4% | +124.4% |
| All | +228.8% | +41.9% | +187.0% | +124.4% |
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