+4,609.2%
MU vs TLT
-12.5%
+4,621.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | 0.0% | +11.8% | +11.9% |
| 7D | +2.0% | -1.0% | +3.0% | +1.7% |
| 30D | -18.0% | +3.7% | -21.6% | -16.8% |
| 3M | -6.6% | -0.8% | -5.8% | -6.7% |
| 6M | +2.0% | -3.6% | +5.6% | +0.7% |
| YTD | +184.5% | -3.9% | +188.4% | +180.5% |
| 1Y | +236.9% | -6.2% | +243.1% | +228.9% |
| 3Y | +987.0% | +4.2% | +982.8% | +1,015.2% |
| 5Y | +1,014.6% | -34.7% | +1,049.3% | +748.1% |
| 10Y | +4,609.2% | -11.8% | +4,621.0% | +4,765.1% |
| All | +4,609.2% | -12.5% | +4,621.7% | +4,765.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 10y: compounded portfolio wealth divided by compounded TLT 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…
10y analysis · Full analysis span regression · 6 months rolling