+6,169.9%
MU vs GWW
+553.5%
+5,616.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.6% | +3.1% |
| 7D | +7.5% | -0.5% | +8.0% | +7.7% |
| 30D | +19.4% | -1.4% | +20.8% | +20.1% |
| 3M | +9.8% | -3.6% | +13.5% | +11.4% |
| 6M | +164.1% | +15.1% | +149.0% | +145.3% |
| YTD | +260.3% | +27.5% | +232.8% | +216.7% |
| 1Y | +661.2% | +29.6% | +631.6% | +562.5% |
| 3Y | +1,380.8% | +90.1% | +1,290.8% | +973.1% |
| 5Y | +1,346.4% | +222.6% | +1,123.8% | +695.5% |
| 10Y | +6,169.9% | +566.5% | +5,603.4% | +2,922.8% |
| All | +6,169.9% | +553.5% | +5,616.4% | +2,922.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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