+855.4%
MU vs TRGP
+218.9%
+636.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.7% | +7.8% | +6.3% |
| 7D | -22.0% | -16.0% | -6.0% | -15.7% |
| 30D | -36.6% | -6.4% | -30.1% | -34.5% |
| 3M | -21.7% | -1.0% | -20.7% | -21.8% |
| 6M | +3.5% | +7.0% | -3.4% | -1.9% |
| YTD | +141.9% | +46.1% | +95.8% | +86.1% |
| 1Y | +189.8% | +58.7% | +131.2% | +109.7% |
| 3Y | +855.4% | +221.9% | +633.5% | +473.2% |
| All | +855.4% | +218.9% | +636.4% | +473.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling