+265.1%
MU vs TRV
+54.4%
+210.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +3.5% | -10.5% | -2.5% |
| 7D | -19.1% | +3.9% | -23.0% | -14.8% |
| 30D | -25.2% | +13.5% | -38.7% | -11.8% |
| 3M | -10.9% | +8.9% | -19.8% | +0.6% |
| 6M | +38.0% | +36.8% | +1.2% | +119.6% |
| YTD | +178.8% | +42.7% | +136.1% | +362.1% |
| 1Y | +265.1% | +49.9% | +215.3% | +545.3% |
| All | +265.1% | +54.4% | +210.7% | +545.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 1y: compounded portfolio wealth divided by compounded TRV 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…
1y analysis · Full analysis span regression · 6 months rolling