+4,407.5%
MU vs WCN
+322.1%
+4,085.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +12.8% | +2.6% | +10.2% | +12.0% |
| 30D | -14.9% | +23.9% | -38.8% | -21.1% |
| 3M | -18.0% | +17.4% | -35.5% | -22.8% |
| 6M | -3.1% | +28.0% | -31.1% | -13.8% |
| YTD | +172.9% | +11.6% | +161.3% | +155.6% |
| 1Y | +228.8% | +16.9% | +212.0% | +199.0% |
| 3Y | +950.8% | +51.6% | +899.2% | +685.2% |
| 5Y | +931.3% | +48.0% | +883.3% | +664.4% |
| All | +4,407.5% | +322.1% | +4,085.4% | +1,866.9% |
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