+945.7%
MU vs TPG
+71.4%
+874.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.0% | -0.9% | -2.8% |
| 7D | +2.0% | -11.8% | +13.8% | +8.9% |
| 30D | +12.5% | -6.3% | +18.8% | +15.7% |
| 3M | +9.6% | +13.6% | -4.0% | +1.3% |
| 6M | +142.6% | +13.8% | +128.8% | +122.0% |
| YTD | +242.7% | -23.7% | +266.4% | +285.7% |
| 1Y | +599.3% | -18.2% | +617.4% | +651.2% |
| 3Y | +1,308.3% | +80.1% | +1,228.1% | +895.0% |
| All | +945.7% | +71.4% | +874.3% | +573.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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