+1,341.2%
MU vs WBD
+153.8%
+1,187.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | +7.2% | -0.7% | +7.9% | +7.3% |
| 30D | +14.0% | +5.0% | +9.0% | +12.6% |
| 3M | +5.4% | +6.2% | -0.8% | +3.7% |
| 6M | +170.3% | +0.6% | +169.7% | +169.9% |
| YTD | +250.7% | -2.4% | +253.1% | +252.6% |
| 1Y | +662.1% | +127.7% | +534.4% | +517.7% |
| 3Y | +1,341.2% | +148.4% | +1,192.8% | +1,003.2% |
| All | +1,341.2% | +153.8% | +1,187.4% | +1,003.2% |
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