+3,682.6%
MU vs TRI
+584.0%
+3,098.6%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.8% |
| 7D | +21.6% | -7.5% | +29.1% | +26.4% |
| 30D | -16.2% | +3.9% | -20.1% | -20.2% |
| 3M | -12.4% | +7.2% | -19.5% | -20.1% |
| 6M | +4.2% | +27.0% | -22.8% | -22.7% |
| YTD | +180.0% | -14.0% | +194.0% | +155.4% |
| 1Y | +226.4% | -17.7% | +244.1% | +207.2% |
| 3Y | +969.7% | -10.7% | +980.4% | +788.3% |
| 5Y | +957.9% | +0.6% | +957.3% | +688.0% |
| 10Y | +4,534.6% | +225.3% | +4,309.3% | +1,150.8% |
| All | +3,682.6% | +584.0% | +3,098.6% | +311.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling