+1,315.7%
MU vs TPR
+239.8%
+1,075.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.1% |
| 7D | +9.0% | -2.3% | +11.3% | +10.1% |
| 30D | +13.8% | -23.0% | +36.8% | +26.2% |
| 3M | +2.1% | -12.5% | +14.6% | +5.5% |
| 6M | +153.8% | -21.4% | +175.2% | +175.2% |
| YTD | +256.4% | -3.5% | +259.9% | +247.0% |
| 1Y | +719.8% | +17.4% | +702.4% | +620.0% |
| 3Y | +1,360.4% | +291.3% | +1,069.1% | +569.0% |
| All | +1,315.7% | +239.8% | +1,075.9% | +578.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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