+847.8%
MU vs WCC
+117.0%
+730.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.2% | +3.0% | +3.8% |
| 7D | -22.0% | -14.7% | -7.3% | -13.8% |
| 30D | -36.6% | -20.1% | -16.5% | -27.3% |
| 3M | -21.7% | -21.2% | -0.6% | -9.9% |
| 6M | +3.5% | -19.2% | +22.7% | +19.8% |
| YTD | +141.9% | +20.2% | +121.7% | +125.1% |
| 1Y | +189.8% | +14.5% | +175.4% | +177.1% |
| 3Y | +855.4% | +115.1% | +740.2% | +542.6% |
| All | +847.8% | +117.0% | +730.9% | +438.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling