+4,277.4%
MU vs WCN
+300.6%
+3,976.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.3% |
| 7D | -15.2% | +2.6% | -17.8% | -15.9% |
| 30D | -29.5% | +25.3% | -54.8% | -35.0% |
| 3M | -15.8% | +15.2% | -31.0% | -20.1% |
| 6M | -2.9% | +26.4% | -29.3% | -13.3% |
| YTD | +154.2% | +9.9% | +144.3% | +139.3% |
| 1Y | +186.6% | +16.2% | +170.4% | +160.6% |
| 3Y | +871.5% | +49.4% | +822.1% | +630.7% |
| 5Y | +911.7% | +46.2% | +865.5% | +653.9% |
| 10Y | +4,277.4% | +305.7% | +3,971.7% | +1,996.2% |
| All | +4,277.4% | +300.6% | +3,976.8% | +1,996.2% |
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