+6,002.1%
MU vs TRU
+148.6%
+5,853.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.2% | -0.3% |
| 7D | +7.2% | -7.2% | +14.4% | +10.5% |
| 30D | +14.0% | -2.8% | +16.8% | +14.8% |
| 3M | +5.4% | +13.0% | -7.6% | -4.7% |
| 6M | +170.3% | +0.7% | +169.6% | +154.6% |
| YTD | +250.7% | -9.0% | +259.7% | +241.1% |
| 1Y | +662.1% | -16.3% | +678.4% | +669.5% |
| 3Y | +1,341.2% | -1.1% | +1,342.3% | +1,151.0% |
| 5Y | +1,319.3% | -36.0% | +1,355.4% | +1,495.7% |
| All | +6,002.1% | +148.6% | +5,853.5% | +3,312.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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