+1,315.7%
MU vs TER
+197.9%
+1,117.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +5.5% | +0.6% | +2.5% |
| 7D | +9.0% | +0.6% | +8.4% | +8.5% |
| 30D | +13.8% | -8.3% | +22.1% | +20.1% |
| 3M | +2.1% | -12.2% | +14.3% | +12.4% |
| 6M | +153.8% | +17.1% | +136.7% | +125.2% |
| YTD | +256.4% | +84.7% | +171.7% | +133.9% |
| 1Y | +719.8% | +199.9% | +519.8% | +285.7% |
| 3Y | +1,360.4% | +232.8% | +1,127.6% | +502.1% |
| All | +1,315.7% | +197.9% | +1,117.8% | +515.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling