+84,752.5%
MU vs TRV
+7,189.6%
+77,562.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.3% | +12.2% | +12.0% |
| 7D | +2.0% | -2.4% | +4.4% | +3.3% |
| 30D | -18.0% | +7.5% | -25.4% | -21.0% |
| 3M | -6.6% | +6.7% | -13.3% | -10.2% |
| 6M | +2.0% | +35.5% | -33.4% | -14.5% |
| YTD | +184.5% | +39.3% | +145.2% | +133.2% |
| 1Y | +236.9% | +41.8% | +195.1% | +173.3% |
| 3Y | +987.0% | +147.3% | +839.7% | +544.1% |
| 5Y | +1,014.6% | +178.3% | +836.3% | +509.5% |
| 10Y | +4,609.2% | +348.3% | +4,260.9% | +1,867.7% |
| All | +84,752.5% | +7,189.6% | +77,562.9% | +8,835.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling