+847.8%
MU vs WDC
+519.9%
+327.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.4% | +6.6% | +6.2% |
| 7D | -22.0% | -28.0% | +5.9% | +0.4% |
| 30D | -36.6% | -34.9% | -1.6% | -12.2% |
| 3M | -21.7% | -41.6% | +19.9% | +15.1% |
| 6M | +3.5% | -45.4% | +48.9% | +58.3% |
| YTD | +141.9% | +53.3% | +88.7% | +61.4% |
| 1Y | +189.8% | +61.5% | +128.3% | +85.0% |
| 3Y | +855.4% | +712.3% | +143.0% | +67.2% |
| All | +847.8% | +519.9% | +327.9% | +93.3% |
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