+2,474.1%
MU vs WAT
+12,102.7%
-9,628.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.0% | +4.1% | +4.7% |
| 7D | -22.0% | -1.1% | -20.9% | -21.5% |
| 30D | -36.6% | +5.0% | -41.5% | -37.5% |
| 3M | -21.7% | +14.5% | -36.2% | -25.6% |
| 6M | +3.5% | +30.9% | -27.4% | -6.5% |
| YTD | +141.9% | +20.5% | +121.5% | +123.5% |
| 1Y | +189.8% | +23.3% | +166.6% | +165.5% |
| 3Y | +855.4% | +81.5% | +773.9% | +642.7% |
| 5Y | +869.2% | +33.4% | +835.8% | +733.5% |
| 10Y | +4,142.8% | +231.5% | +3,911.3% | +2,566.3% |
| All | +2,474.1% | +12,102.7% | -9,628.5% | +749.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling