+1,371.2%
MU vs WCN
+22.4%
+1,348.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.3% | +5.6% |
| 7D | +9.0% | -0.6% | +9.6% | +8.7% |
| 30D | +13.8% | +0.4% | +13.4% | +14.1% |
| 3M | +2.1% | +7.3% | -5.2% | +4.6% |
| 6M | +153.8% | -2.5% | +156.3% | +161.3% |
| YTD | +256.4% | -5.4% | +261.8% | +268.3% |
| 1Y | +719.8% | -8.5% | +728.2% | +756.6% |
| All | +1,371.2% | +22.4% | +1,348.9% | +1,310.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling