+1,341.2%
MU vs TRGP
+265.9%
+1,075.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -2.2% |
| 7D | +7.2% | -0.6% | +7.8% | +7.4% |
| 30D | +14.0% | +14.6% | -0.6% | +7.1% |
| 3M | +5.4% | +11.9% | -6.6% | -0.5% |
| 6M | +170.3% | +25.3% | +145.0% | +136.1% |
| YTD | +250.7% | +61.9% | +188.8% | +162.3% |
| 1Y | +662.1% | +87.3% | +574.8% | +414.8% |
| 3Y | +1,341.2% | +268.0% | +1,073.2% | +794.2% |
| All | +1,341.2% | +265.9% | +1,075.4% | +794.2% |
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