+6,060.9%
MU vs WBD
+16.8%
+6,044.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +38.8% | +13.8% | +25.0% | +34.7% |
| 7D | +38.8% | +13.8% | +25.0% | +34.7% |
| 30D | +38.8% | +13.8% | +25.0% | +34.7% |
| 3M | +38.8% | +13.8% | +25.0% | +34.7% |
| 6M | +190.6% | +13.3% | +177.3% | +182.5% |
| YTD | +273.0% | +7.4% | +265.6% | +267.9% |
| 1Y | +467.0% | +63.0% | +404.0% | +397.1% |
| 3Y | +1,458.1% | +206.7% | +1,251.3% | +968.5% |
| 5Y | +1,445.5% | +18.4% | +1,427.1% | +1,208.5% |
| All | +6,060.9% | +16.8% | +6,044.1% | +4,507.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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