+13,418.7%
MU vs TMF
-69.1%
+13,487.8%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | +0.6% | -18.0% | -17.3% |
| 7D | -29.7% | +2.7% | -32.5% | -29.3% |
| 30D | -37.2% | +19.3% | -56.5% | -34.6% |
| 3M | -26.5% | -3.7% | -22.8% | -26.7% |
| 6M | +2.6% | -11.3% | +13.9% | +0.2% |
| YTD | +130.1% | -16.6% | +146.7% | +122.5% |
| 1Y | +176.7% | -21.1% | +197.8% | +164.3% |
| 3Y | +813.1% | -26.8% | +839.9% | +786.0% |
| 5Y | +822.0% | -88.0% | +910.0% | +480.9% |
| 10Y | +3,936.2% | -84.7% | +4,020.9% | +3,102.9% |
| All | +13,418.7% | -69.1% | +13,487.8% | +19,570.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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