+661.2%
MU vs WBD
+126.2%
+535.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.5% | +2.9% |
| 7D | +7.5% | -1.7% | +9.2% | +7.9% |
| 30D | +19.4% | +3.9% | +15.5% | +18.2% |
| 3M | +9.8% | +5.1% | +4.8% | +8.5% |
| 6M | +164.1% | +0.6% | +163.6% | +163.8% |
| YTD | +260.3% | -3.2% | +263.5% | +262.1% |
| 1Y | +661.2% | +127.7% | +533.5% | +549.3% |
| All | +661.2% | +126.2% | +535.0% | +549.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling