+4,609.2%
MU vs TT
+748.9%
+3,860.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.0% | +10.9% | +11.2% |
| 7D | +2.0% | +3.5% | -1.5% | +0.1% |
| 30D | -18.0% | -11.0% | -6.9% | -9.8% |
| 3M | -6.6% | -12.0% | +5.4% | +3.4% |
| 6M | +2.0% | -10.4% | +12.5% | +13.4% |
| YTD | +184.5% | +9.9% | +174.5% | +171.1% |
| 1Y | +236.9% | +1.5% | +235.4% | +240.9% |
| 3Y | +987.0% | +93.7% | +893.2% | +602.9% |
| 5Y | +1,014.6% | +139.2% | +875.4% | +501.1% |
| 10Y | +4,609.2% | +741.5% | +3,867.7% | +915.9% |
| All | +4,609.2% | +748.9% | +3,860.3% | +915.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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