+189.8%
MU vs WAT
+27.0%
+162.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.2% | +2.1% | +4.1% |
| 7D | -12.0% | +6.0% | -18.1% | -14.2% |
| 30D | -28.7% | +9.9% | -38.6% | -31.4% |
| 3M | -16.4% | +17.2% | -33.6% | -22.0% |
| 6M | -1.8% | +34.2% | -36.0% | -13.4% |
| YTD | +157.1% | +25.5% | +131.6% | +127.9% |
| All | +189.8% | +27.0% | +162.8% | +160.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling