+4,271.9%
MU vs W
+268.4%
+4,003.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.6% | +1.7% | +5.2% |
| 7D | -12.0% | +3.3% | -15.3% | -12.8% |
| 30D | -28.7% | +10.5% | -39.3% | -30.5% |
| 3M | -16.4% | +9.6% | -26.1% | -18.7% |
| 6M | -1.8% | +76.4% | -78.2% | -15.9% |
| YTD | +157.1% | +16.4% | +140.7% | +140.3% |
| 1Y | +208.5% | +9.3% | +199.2% | +191.6% |
| 3Y | +906.2% | +172.8% | +733.3% | +615.2% |
| 5Y | +893.4% | -53.4% | +946.8% | +784.4% |
| 10Y | +4,271.9% | +243.6% | +4,028.2% | +2,224.9% |
| All | +4,271.9% | +268.4% | +4,003.4% | +2,224.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling