+3,422.0%
MU vs WCC
+1,412.6%
+2,009.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.2% | +3.0% | +4.2% |
| 7D | -22.0% | -14.7% | -7.3% | -16.3% |
| 30D | -36.6% | -20.1% | -16.5% | -30.2% |
| 3M | -21.7% | -21.2% | -0.6% | -13.4% |
| 6M | +3.5% | -19.2% | +22.7% | +15.4% |
| YTD | +141.9% | +20.2% | +121.7% | +129.3% |
| 1Y | +189.8% | +14.5% | +175.4% | +180.6% |
| 3Y | +855.4% | +115.1% | +740.2% | +608.7% |
| 5Y | +869.2% | +121.5% | +747.7% | +581.7% |
| 10Y | +4,142.8% | +468.1% | +3,674.7% | +1,765.2% |
| All | +3,422.0% | +1,412.6% | +2,009.4% | +673.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling