+69,608.0%
MU vs TRMB
+3,100.8%
+66,507.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.1% | +5.2% | +5.9% |
| 7D | -12.0% | -17.0% | +4.9% | -6.8% |
| 30D | -28.7% | -9.0% | -19.7% | -26.7% |
| 3M | -16.4% | -8.1% | -8.3% | -14.8% |
| 6M | -1.8% | -10.1% | +8.3% | -0.3% |
| YTD | +157.1% | -30.2% | +187.3% | +181.0% |
| 1Y | +208.5% | -30.7% | +239.2% | +238.7% |
| 3Y | +906.2% | +32.6% | +873.5% | +809.0% |
| 5Y | +893.4% | -38.1% | +931.5% | +1,033.6% |
| 10Y | +4,271.9% | +98.9% | +4,173.0% | +3,435.1% |
| All | +69,608.0% | +3,100.8% | +66,507.3% | +26,201.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling