+4,524.1%
MU vs TRMB
+103.0%
+4,421.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -0.9% |
| 7D | +21.6% | +4.1% | +17.6% | +19.0% |
| 30D | -16.2% | -7.0% | -9.2% | -13.1% |
| 3M | -12.4% | -0.9% | -11.4% | -13.4% |
| 6M | +4.2% | -1.2% | +5.4% | +0.8% |
| YTD | +180.0% | -28.7% | +208.7% | +228.3% |
| 1Y | +226.4% | -32.1% | +258.5% | +296.5% |
| 3Y | +969.7% | +33.4% | +936.3% | +740.4% |
| 5Y | +957.9% | -35.6% | +993.5% | +1,193.6% |
| All | +4,524.1% | +103.0% | +4,421.1% | +2,678.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling