+265.1%
MU vs WCC
+24.5%
+240.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -9.9% | +2.9% | +1.5% |
| 7D | -19.1% | -8.8% | -10.3% | -13.2% |
| 30D | -25.2% | -16.0% | -9.2% | -14.0% |
| 3M | -10.9% | -15.2% | +4.3% | +1.3% |
| 6M | +38.0% | -8.4% | +46.4% | +50.2% |
| YTD | +178.8% | +30.1% | +148.7% | +127.5% |
| 1Y | +265.1% | +26.4% | +238.7% | +201.6% |
| All | +265.1% | +24.5% | +240.7% | +201.6% |
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