+661.2%
MU vs TGT
+79.1%
+582.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.2% | +5.9% | +2.0% |
| 7D | +7.5% | -3.6% | +11.1% | +6.6% |
| 30D | +19.4% | +4.4% | +15.0% | +20.6% |
| 3M | +9.8% | +25.4% | -15.5% | +13.1% |
| 6M | +164.1% | +33.4% | +130.8% | +169.8% |
| YTD | +260.3% | +65.6% | +194.7% | +249.7% |
| 1Y | +661.2% | +80.3% | +580.9% | +596.9% |
| All | +661.2% | +79.1% | +582.0% | +596.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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