+106,206.6%
MU vs TFC
+2,596.5%
+103,610.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.1% | +6.0% | +6.1% |
| 7D | +9.0% | +2.4% | +6.6% | +7.7% |
| 30D | +13.8% | -1.3% | +15.1% | +14.4% |
| 3M | +2.1% | +6.1% | -4.0% | -1.7% |
| 6M | +153.8% | +7.3% | +146.5% | +141.9% |
| YTD | +256.4% | +8.2% | +248.2% | +237.1% |
| 1Y | +719.8% | +14.4% | +705.3% | +652.3% |
| 3Y | +1,360.4% | +93.7% | +1,266.6% | +942.3% |
| 5Y | +1,312.4% | +16.4% | +1,296.0% | +1,143.0% |
| 10Y | +6,142.6% | +101.6% | +6,041.0% | +3,935.6% |
| All | +106,206.6% | +2,596.5% | +103,610.2% | +42,626.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 TFC 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