+106,206.6%
MU vs WDC
+18,381.1%
+87,825.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +5.9% | +0.2% | +3.8% |
| 7D | +9.0% | +1.7% | +7.2% | +8.3% |
| 30D | +13.8% | -10.0% | +23.8% | +17.9% |
| 3M | +2.1% | -18.8% | +20.8% | +11.0% |
| 6M | +153.8% | +79.0% | +74.8% | +107.3% |
| YTD | +256.4% | +171.6% | +84.8% | +147.7% |
| 1Y | +719.8% | +417.4% | +302.4% | +349.0% |
| 3Y | +1,360.4% | +1,251.8% | +108.6% | +477.0% |
| 5Y | +1,312.4% | +911.7% | +400.7% | +520.3% |
| 10Y | +6,142.6% | +1,399.6% | +4,742.9% | +2,342.6% |
| All | +106,206.6% | +18,381.1% | +87,825.6% | +14,516.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling