+995.4%
MU vs TRV
+147.5%
+847.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.3% | +12.2% | +11.8% |
| 7D | +2.0% | -2.4% | +4.4% | +1.4% |
| 30D | -18.0% | +7.5% | -25.4% | -16.5% |
| 3M | -6.6% | +6.7% | -13.3% | -4.8% |
| 6M | +2.0% | +35.5% | -33.4% | +6.8% |
| YTD | +184.5% | +39.3% | +145.2% | +196.9% |
| 1Y | +236.9% | +41.8% | +195.1% | +250.7% |
| All | +995.4% | +147.5% | +847.9% | +1,046.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling