+1,014.6%
MU vs TER
+88.3%
+926.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +8.3% | +3.6% | +6.3% |
| 7D | +2.0% | +5.9% | -3.9% | -1.3% |
| 30D | -18.0% | -30.8% | +12.8% | +4.6% |
| 3M | -6.6% | -29.9% | +23.4% | +16.2% |
| 6M | +2.0% | -27.5% | +29.5% | +26.6% |
| YTD | +184.5% | +37.5% | +147.0% | +121.7% |
| 1Y | +236.9% | +50.3% | +186.6% | +148.4% |
| 3Y | +987.0% | +204.9% | +782.1% | +357.2% |
| 5Y | +1,014.6% | +89.2% | +925.5% | +486.9% |
| All | +1,014.6% | +88.3% | +926.3% | +486.9% |
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 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