+5,088.2%
MU vs WCC
+1,713.7%
+3,374.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.9% | +2.2% | +4.5% |
| 7D | +9.0% | +4.5% | +4.5% | +7.1% |
| 30D | +13.8% | -5.8% | +19.6% | +16.6% |
| 3M | +2.1% | -3.7% | +5.7% | +5.3% |
| 6M | +153.8% | +23.1% | +130.7% | +136.8% |
| YTD | +256.4% | +44.2% | +212.2% | +212.7% |
| 1Y | +719.8% | +62.1% | +657.7% | +587.2% |
| 3Y | +1,360.4% | +121.1% | +1,239.2% | +957.9% |
| 5Y | +1,312.4% | +214.0% | +1,098.5% | +761.6% |
| 10Y | +6,142.6% | +472.8% | +5,669.8% | +2,598.0% |
| All | +5,088.2% | +1,713.7% | +3,374.5% | +954.3% |
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