+5,744.5%
MU vs TRGP
+868.8%
+4,875.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -5.0% |
| 7D | +2.0% | -0.6% | +2.6% | +2.1% |
| 30D | +12.5% | +10.0% | +2.6% | +9.1% |
| 3M | +9.6% | +7.6% | +2.0% | +6.6% |
| 6M | +142.6% | +26.8% | +115.8% | +122.6% |
| YTD | +242.7% | +60.6% | +182.1% | +191.7% |
| 1Y | +599.3% | +82.5% | +516.8% | +470.0% |
| 3Y | +1,308.3% | +265.0% | +1,043.3% | +851.8% |
| 5Y | +1,263.7% | +645.9% | +617.8% | +647.2% |
| All | +5,744.5% | +868.8% | +4,875.7% | +2,705.5% |
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