+4,715.3%
MU vs TRI
+561.6%
+4,153.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -5.4% | +11.5% | +9.3% |
| 7D | +9.0% | -0.5% | +9.5% | +8.8% |
| 30D | +13.8% | +7.9% | +5.9% | +7.3% |
| 3M | +2.1% | +24.1% | -22.0% | -17.9% |
| 6M | +153.8% | +3.8% | +150.0% | +117.7% |
| YTD | +256.4% | -16.9% | +273.2% | +244.8% |
| 1Y | +719.8% | -38.4% | +758.2% | +882.5% |
| 3Y | +1,360.4% | -12.2% | +1,372.6% | +1,166.8% |
| 5Y | +1,312.4% | -1.8% | +1,314.2% | +1,004.0% |
| 10Y | +6,142.6% | +207.6% | +5,935.0% | +1,717.4% |
| All | +4,715.3% | +561.6% | +4,153.7% | +456.1% |
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