+106,206.6%
MU vs GWW
+14,492.5%
+91,714.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.9% | +5.2% | +5.6% |
| 7D | +9.0% | +1.4% | +7.6% | +8.1% |
| 30D | +13.8% | +3.3% | +10.5% | +11.7% |
| 3M | +2.1% | +2.9% | -0.8% | +0.1% |
| 6M | +153.8% | +15.8% | +138.0% | +132.1% |
| YTD | +256.4% | +32.0% | +224.4% | +200.3% |
| 1Y | +719.8% | +29.9% | +689.9% | +594.4% |
| 3Y | +1,360.4% | +91.1% | +1,269.3% | +889.6% |
| 5Y | +1,312.4% | +223.9% | +1,088.5% | +589.4% |
| 10Y | +6,142.6% | +567.0% | +5,575.5% | +1,769.5% |
| All | +106,206.6% | +14,492.5% | +91,714.1% | +6,400.3% |
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