+106,206.6%
MU vs TRV
+6,617.1%
+99,589.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.3% | +7.4% | +6.7% |
| 7D | +9.0% | -0.1% | +9.1% | +9.0% |
| 30D | +13.8% | -3.4% | +17.2% | +15.4% |
| 3M | +2.1% | +26.4% | -24.3% | -10.7% |
| 6M | +153.8% | +19.3% | +134.5% | +126.8% |
| YTD | +256.4% | +28.3% | +228.1% | +205.8% |
| 1Y | +719.8% | +34.3% | +685.5% | +583.4% |
| 3Y | +1,360.4% | +140.1% | +1,220.2% | +778.6% |
| 5Y | +1,312.4% | +155.7% | +1,156.7% | +708.2% |
| 10Y | +6,142.6% | +285.5% | +5,857.0% | +2,721.0% |
| All | +106,206.6% | +6,617.1% | +99,589.5% | +11,616.2% |
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