+4,271.9%
MU vs WCC
+492.1%
+3,779.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +8.1% | -1.9% | +2.2% |
| 7D | -12.0% | -5.7% | -6.4% | -8.9% |
| 30D | -28.7% | -13.5% | -15.3% | -23.1% |
| 3M | -16.4% | -12.9% | -3.6% | -10.4% |
| 6M | -1.8% | -10.7% | +8.9% | +6.1% |
| YTD | +157.1% | +30.0% | +127.1% | +132.4% |
| 1Y | +208.5% | +24.7% | +183.8% | +184.7% |
| 3Y | +906.2% | +136.6% | +769.6% | +581.3% |
| 5Y | +893.4% | +143.9% | +749.5% | +527.3% |
| 10Y | +4,271.9% | +465.9% | +3,805.9% | +1,785.2% |
| All | +4,271.9% | +492.1% | +3,779.8% | +1,785.2% |
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