+4,407.5%
MU vs TRGP
+822.5%
+3,585.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.9% | -2.6% |
| 7D | +12.8% | +12.4% | +0.4% | +9.0% |
| 30D | -14.9% | +2.6% | -17.5% | -15.3% |
| 3M | -18.0% | +11.9% | -29.9% | -20.9% |
| 6M | -3.1% | +13.9% | -17.0% | -7.6% |
| YTD | +172.9% | +64.2% | +108.7% | +130.7% |
| 1Y | +228.8% | +78.5% | +150.3% | +170.3% |
| 3Y | +950.8% | +272.9% | +677.9% | +605.7% |
| 5Y | +931.3% | +510.7% | +420.5% | +494.0% |
| All | +4,407.5% | +822.5% | +3,585.0% | +2,006.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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