+265.1%
MU vs W
+21.5%
+243.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +11.0% | -18.0% | -10.0% |
| 7D | -19.1% | +8.4% | -27.5% | -21.2% |
| 30D | -25.2% | +16.5% | -41.8% | -28.7% |
| 3M | -10.9% | +6.4% | -17.3% | -13.1% |
| 6M | +38.0% | +90.5% | -52.5% | +7.9% |
| YTD | +178.8% | +23.1% | +155.8% | +150.3% |
| 1Y | +265.1% | +24.3% | +240.9% | +226.0% |
| All | +265.1% | +21.5% | +243.7% | +226.0% |
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