+8,056.6%
MU vs WCN
+6,839.3%
+1,217.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.3% | +6.5% |
| 7D | +9.0% | -0.6% | +9.6% | +9.2% |
| 30D | +13.8% | +0.4% | +13.4% | +13.5% |
| 3M | +2.1% | +7.3% | -5.2% | -1.8% |
| 6M | +153.8% | -2.5% | +156.3% | +149.8% |
| YTD | +256.4% | -5.4% | +261.8% | +253.0% |
| 1Y | +719.8% | -8.5% | +728.2% | +717.7% |
| 3Y | +1,360.4% | +20.8% | +1,339.6% | +1,205.1% |
| 5Y | +1,312.4% | +30.0% | +1,282.4% | +1,121.2% |
| 10Y | +6,142.6% | +238.4% | +5,904.2% | +3,809.9% |
| All | +8,056.6% | +6,839.3% | +1,217.2% | +2,441.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling