+599.3%
MU vs WDC
+381.6%
+217.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.4% | -0.5% | -1.7% |
| 7D | +2.0% | +4.4% | -2.4% | -1.1% |
| 30D | +12.5% | +5.3% | +7.3% | +7.9% |
| 3M | +9.6% | -5.9% | +15.5% | +11.3% |
| 6M | +142.6% | +73.2% | +69.4% | +69.6% |
| YTD | +242.7% | +167.8% | +74.8% | +77.9% |
| 1Y | +599.3% | +386.0% | +213.3% | +167.2% |
| All | +599.3% | +381.6% | +217.7% | +167.2% |
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 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