+662.1%
MU vs WAT
+32.5%
+629.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -0.9% |
| 7D | +7.2% | -0.7% | +7.9% | +7.5% |
| 30D | +14.0% | -1.0% | +15.0% | +14.3% |
| 3M | +5.4% | +10.9% | -5.5% | +0.6% |
| 6M | +170.3% | +33.2% | +137.1% | +137.6% |
| YTD | +250.7% | +6.1% | +244.6% | +236.3% |
| 1Y | +662.1% | +30.2% | +631.9% | +546.8% |
| All | +662.1% | +32.5% | +629.6% | +546.8% |
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