+938.2%
MU vs TRMB
-36.0%
+974.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.3% |
| 7D | +12.8% | +2.8% | +10.0% | +11.2% |
| 30D | -14.9% | -5.9% | -9.0% | -12.6% |
| 3M | -18.0% | -3.3% | -14.7% | -17.8% |
| 6M | -3.1% | +1.3% | -4.5% | -7.4% |
| YTD | +172.9% | -29.0% | +201.9% | +222.7% |
| 1Y | +228.8% | -27.8% | +256.6% | +285.7% |
| 3Y | +950.8% | +36.3% | +914.5% | +730.2% |
| All | +938.2% | -36.0% | +974.3% | +1,228.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling