+153.8%
MU vs WDC
+82.0%
+71.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +5.9% | +0.2% | +1.4% |
| 7D | +9.0% | +1.7% | +7.2% | +7.4% |
| 30D | +13.8% | -10.0% | +23.8% | +21.7% |
| 3M | +2.1% | -18.8% | +20.8% | +15.6% |
| 6M | +153.8% | +79.0% | +74.8% | +50.8% |
| All | +153.8% | +82.0% | +71.8% | +50.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling