+9,290.3%
MU vs TRGP
+2,170.2%
+7,120.1%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.8% | -3.9% | -2.0% |
| 7D | -15.2% | -5.8% | -9.4% | -13.3% |
| 30D | -29.5% | -1.5% | -28.0% | -29.1% |
| 3M | -15.8% | +6.1% | -21.9% | -17.6% |
| 6M | -2.9% | +14.4% | -17.2% | -7.9% |
| YTD | +154.2% | +55.3% | +98.9% | +116.6% |
| 1Y | +186.6% | +69.1% | +117.5% | +137.0% |
| 3Y | +871.5% | +254.3% | +617.2% | +542.6% |
| 5Y | +911.7% | +471.4% | +440.3% | +466.5% |
| 10Y | +4,277.4% | +773.0% | +3,504.4% | +1,674.9% |
| All | +9,290.3% | +2,170.2% | +7,120.1% | +1,604.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling