+84,752.4%
MU vs GWW
+16,306.2%
+68,446.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.9% | +11.0% | +11.4% |
| 7D | +2.0% | 0.0% | +2.0% | +2.3% |
| 30D | -18.0% | +14.0% | -31.9% | -24.0% |
| 3M | -6.6% | +14.4% | -20.9% | -13.8% |
| 6M | +2.0% | +21.7% | -19.6% | -9.4% |
| YTD | +184.5% | +48.4% | +136.0% | +123.5% |
| 1Y | +236.9% | +58.4% | +178.5% | +154.8% |
| 3Y | +987.0% | +92.3% | +894.7% | +632.6% |
| 5Y | +1,014.6% | +221.8% | +792.8% | +446.1% |
| 10Y | +4,609.2% | +657.6% | +3,951.6% | +1,213.4% |
| All | +84,752.4% | +16,306.2% | +68,446.3% | +4,738.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling