+1,319.3%
MU vs WDC
+958.8%
+360.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.7% | -3.2% |
| 7D | +7.2% | +6.0% | +1.2% | +2.5% |
| 30D | +14.0% | +9.9% | +4.0% | +5.4% |
| 3M | +5.4% | -9.4% | +14.8% | +9.7% |
| 6M | +170.3% | +94.7% | +75.5% | +60.0% |
| YTD | +250.7% | +177.4% | +73.3% | +52.8% |
| 1Y | +662.1% | +412.6% | +249.5% | +100.8% |
| 3Y | +1,341.2% | +1,359.8% | -18.6% | +67.5% |
| 5Y | +1,319.3% | +992.6% | +326.8% | +96.2% |
| All | +1,319.3% | +958.8% | +360.5% | +96.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling