+6,169.9%
MU vs TRV
+288.8%
+5,881.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.4% | +2.6% |
| 7D | +7.5% | +0.2% | +7.3% | +7.4% |
| 30D | +19.4% | -2.3% | +21.7% | +20.3% |
| 3M | +9.8% | +22.7% | -12.9% | -0.9% |
| 6M | +164.1% | +21.9% | +142.2% | +136.6% |
| YTD | +260.3% | +27.5% | +232.8% | +214.5% |
| 1Y | +661.2% | +36.2% | +624.9% | +539.1% |
| 3Y | +1,380.8% | +140.6% | +1,240.2% | +777.0% |
| 5Y | +1,346.4% | +154.5% | +1,191.9% | +706.4% |
| 10Y | +6,169.9% | +295.4% | +5,874.5% | +2,649.9% |
| All | +6,169.9% | +288.8% | +5,881.1% | +2,649.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling