+1,307.7%
MU vs TRI
-8.4%
+1,316.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.5% | +4.9% | -2.0% |
| 7D | +7.2% | -7.1% | +14.2% | +6.7% |
| 30D | +14.0% | -2.3% | +16.3% | +13.8% |
| 3M | +5.4% | +19.6% | -14.2% | +4.6% |
| 6M | +170.3% | -8.7% | +179.0% | +183.8% |
| YTD | +250.7% | -22.3% | +272.9% | +292.7% |
| 1Y | +662.1% | -40.7% | +702.8% | +867.7% |
| 3Y | +1,341.2% | -17.8% | +1,359.0% | +1,290.4% |
| All | +1,307.7% | -8.4% | +1,316.1% | +1,050.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling