+719.8%
MU vs WCC
+61.8%
+658.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.9% | +2.2% | +2.8% |
| 7D | +9.0% | +4.5% | +4.5% | +5.1% |
| 30D | +13.8% | -5.8% | +19.6% | +19.6% |
| 3M | +2.1% | -3.7% | +5.7% | +6.0% |
| 6M | +153.8% | +23.1% | +130.7% | +126.7% |
| YTD | +256.4% | +44.2% | +212.2% | +186.6% |
| 1Y | +719.8% | +62.1% | +657.7% | +531.9% |
| All | +719.8% | +61.8% | +658.0% | +531.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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