+6,002.1%
MU vs WCN
+239.4%
+5,762.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.2% |
| 7D | +7.2% | -0.4% | +7.6% | +7.3% |
| 30D | +14.0% | -2.1% | +16.1% | +14.7% |
| 3M | +5.4% | +6.4% | -1.0% | +0.9% |
| 6M | +170.3% | -3.7% | +174.0% | +167.4% |
| YTD | +250.7% | -6.4% | +257.0% | +250.0% |
| 1Y | +662.1% | -7.9% | +670.1% | +662.7% |
| 3Y | +1,341.2% | +20.8% | +1,320.4% | +1,086.5% |
| 5Y | +1,319.3% | +29.0% | +1,290.4% | +990.8% |
| All | +6,002.1% | +239.4% | +5,762.7% | +2,781.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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