+81,302.1%
MU vs TRV
+7,258.4%
+74,043.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +12.8% | +2.0% | +10.8% | +11.7% |
| 30D | -14.9% | +6.7% | -21.6% | -17.8% |
| 3M | -18.0% | +9.4% | -27.4% | -22.1% |
| 6M | -3.1% | +37.7% | -40.8% | -19.4% |
| YTD | +172.9% | +40.6% | +132.3% | +122.7% |
| 1Y | +228.8% | +42.4% | +186.4% | +166.2% |
| 3Y | +950.8% | +148.1% | +802.7% | +521.8% |
| 5Y | +931.3% | +181.7% | +749.6% | +460.6% |
| 10Y | +4,417.7% | +352.6% | +4,065.1% | +1,779.1% |
| All | +81,302.1% | +7,258.4% | +74,043.7% | +8,433.6% |
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