+68,550.7%
MU vs TER
+8,410.9%
+60,139.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -15.2% | -2.2% | -8.5% |
| 7D | -29.7% | -28.2% | -1.6% | -14.0% |
| 30D | -37.2% | -50.6% | +13.4% | -4.8% |
| 3M | -26.5% | -45.3% | +18.8% | +3.7% |
| 6M | +2.6% | -40.4% | +42.9% | +40.7% |
| YTD | +130.1% | +10.0% | +120.1% | +111.2% |
| 1Y | +176.7% | +13.6% | +163.1% | +150.0% |
| 3Y | +813.1% | +145.2% | +667.9% | +397.9% |
| 5Y | +822.0% | +50.4% | +771.6% | +551.0% |
| 10Y | +3,936.2% | +882.9% | +3,053.2% | +857.7% |
| All | +68,550.7% | +8,410.9% | +60,139.8% | +5,310.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling