+719.8%
MU vs W
+25.7%
+694.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.5% | +3.6% | +5.4% |
| 7D | +9.0% | -4.2% | +13.1% | +10.2% |
| 30D | +13.8% | -7.6% | +21.4% | +16.1% |
| 3M | +2.1% | +37.2% | -35.1% | -9.2% |
| 6M | +153.8% | +26.3% | +127.5% | +128.8% |
| YTD | +256.4% | -1.0% | +257.4% | +241.2% |
| 1Y | +719.8% | +20.1% | +699.7% | +657.0% |
| All | +719.8% | +25.7% | +694.1% | +657.0% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 1y: compounded portfolio wealth divided by compounded W 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…
1y analysis · Full analysis span regression · 6 months rolling