+6,169.9%
MU vs WDC
+1,272.9%
+4,897.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.0% | +1.7% | +2.0% |
| 7D | +7.5% | +7.5% | 0.0% | +1.9% |
| 30D | +19.4% | +10.1% | +9.3% | +10.7% |
| 3M | +9.8% | -6.8% | +16.6% | +12.2% |
| 6M | +164.1% | +84.1% | +80.0% | +66.4% |
| YTD | +260.3% | +180.3% | +80.1% | +61.9% |
| 1Y | +661.2% | +411.1% | +250.1% | +115.7% |
| 3Y | +1,380.8% | +1,375.0% | +5.8% | +93.1% |
| 5Y | +1,346.4% | +991.6% | +354.8% | +125.4% |
| 10Y | +6,169.9% | +1,309.1% | +4,860.8% | +665.2% |
| All | +6,169.9% | +1,272.9% | +4,897.0% | +665.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling