+265.1%
MU vs WDC
+114.4%
+150.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -6.8% | -0.2% | -2.1% |
| 7D | -19.1% | -18.3% | -0.8% | -6.3% |
| 30D | -25.2% | -26.7% | +1.4% | -6.9% |
| 3M | -10.9% | -40.9% | +30.0% | +27.1% |
| 6M | +38.0% | -26.8% | +64.7% | +68.7% |
| YTD | +178.8% | +88.2% | +90.7% | +67.2% |
| 1Y | +265.1% | +113.2% | +152.0% | +94.7% |
| All | +265.1% | +114.4% | +150.8% | +94.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WDC.
Daily Out/Under-Performance
Portfolio return minus WDC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDC 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 1y: compounded portfolio wealth divided by compounded WDC 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…
1y analysis · Full analysis span regression · 6 months rolling