+1,308.2%
MU vs TRI
-18.9%
+1,327.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | +0.2% |
| 7D | -4.1% | -7.9% | +3.8% | -6.1% |
| 30D | +7.0% | -4.5% | +11.5% | +6.1% |
| 3M | -2.1% | +22.1% | -24.2% | +3.2% |
| 6M | +133.1% | -2.8% | +135.8% | +147.9% |
| YTD | +241.9% | -23.4% | +265.3% | +280.4% |
| 1Y | +548.8% | -41.5% | +590.3% | +677.2% |
| 3Y | +1,308.2% | -19.2% | +1,327.4% | +1,279.9% |
| All | +1,308.2% | -18.9% | +1,327.1% | +1,279.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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