+4,277.4%
MU vs WAT
+228.2%
+4,049.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.8% | -1.0% |
| 7D | -15.2% | +3.4% | -18.6% | -16.5% |
| 30D | -29.5% | +9.6% | -39.1% | -32.8% |
| 3M | -15.8% | +15.5% | -31.3% | -22.3% |
| 6M | -2.9% | +33.9% | -36.8% | -18.0% |
| YTD | +154.2% | +25.2% | +129.1% | +119.9% |
| 1Y | +186.6% | +26.3% | +160.3% | +146.5% |
| 3Y | +871.5% | +85.8% | +785.7% | +528.3% |
| 5Y | +911.7% | +35.3% | +876.4% | +674.5% |
| 10Y | +4,277.4% | +231.8% | +4,045.6% | +1,865.0% |
| All | +4,277.4% | +228.2% | +4,049.2% | +1,865.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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