+1,315.7%
MU vs TT
+140.2%
+1,175.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.6% | +5.5% | +5.6% |
| 7D | +9.0% | -0.2% | +9.2% | +9.2% |
| 30D | +13.8% | -7.4% | +21.2% | +20.8% |
| 3M | +2.1% | -3.2% | +5.3% | +6.6% |
| 6M | +153.8% | +1.1% | +152.7% | +157.0% |
| YTD | +256.4% | +15.6% | +240.8% | +225.5% |
| 1Y | +719.8% | +9.2% | +710.6% | +681.6% |
| 3Y | +1,360.4% | +124.4% | +1,236.0% | +767.4% |
| All | +1,315.7% | +140.2% | +1,175.5% | +595.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling