+924.6%
MU vs WBD
+180.4%
+744.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.5% | 0.0% | +15.5% | +15.5% |
| 7D | +37.7% | +0.5% | +37.2% | +37.6% |
| 30D | +83.6% | -1.6% | +85.2% | +84.4% |
| 3M | +89.3% | -0.9% | +90.2% | +89.8% |
| 6M | +214.1% | +19.6% | +194.6% | +200.5% |
| YTD | +161.8% | -5.9% | +167.7% | +165.8% |
| 1Y | +779.2% | +200.9% | +578.3% | +541.8% |
| All | +924.6% | +180.4% | +744.2% | +667.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling