+4,277.4%
MU vs WCC
+460.5%
+3,816.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -15.2% | -9.9% | -5.3% | -10.2% |
| 30D | -29.5% | -13.4% | -16.1% | -24.0% |
| 3M | -15.8% | -13.5% | -2.3% | -9.3% |
| 6M | -2.9% | -10.6% | +7.7% | +4.9% |
| YTD | +154.2% | +30.1% | +124.2% | +129.7% |
| 1Y | +186.6% | +22.3% | +164.3% | +166.6% |
| 3Y | +871.5% | +130.3% | +741.2% | +564.1% |
| 5Y | +911.7% | +144.5% | +767.2% | +536.8% |
| 10Y | +4,277.4% | +431.8% | +3,845.5% | +1,708.1% |
| All | +4,277.4% | +460.5% | +3,816.8% | +1,708.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling