+265.1%
MU vs WEC
+9.7%
+255.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +2.3% | -9.3% | -4.9% |
| 7D | -19.1% | +6.9% | -26.0% | -14.0% |
| 30D | -25.2% | +16.6% | -41.8% | -15.4% |
| 3M | -10.9% | +9.1% | -20.0% | -3.5% |
| 6M | +38.0% | +3.2% | +34.8% | +46.4% |
| YTD | +178.8% | +14.9% | +163.9% | +209.7% |
| 1Y | +265.1% | +9.2% | +256.0% | +302.6% |
| All | +265.1% | +9.7% | +255.5% | +302.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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