+1,319.3%
MU vs TGT
-21.7%
+1,341.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.6% | -1.3% |
| 7D | +7.2% | -0.6% | +7.8% | +7.4% |
| 30D | +14.0% | +9.5% | +4.5% | +10.6% |
| 3M | +5.4% | +32.3% | -26.9% | -4.7% |
| 6M | +170.3% | +37.0% | +133.3% | +140.4% |
| YTD | +250.7% | +71.0% | +179.6% | +186.1% |
| 1Y | +662.1% | +85.0% | +577.1% | +501.8% |
| 3Y | +1,341.2% | +46.8% | +1,294.4% | +1,062.1% |
| 5Y | +1,319.3% | -22.7% | +1,342.1% | +1,361.2% |
| All | +1,319.3% | -21.7% | +1,341.0% | +1,361.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling