+5,778.3%
MU vs WEC
+143.0%
+5,635.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.7% | -1.7% |
| 7D | +7.2% | +0.8% | +6.3% | +7.1% |
| 30D | +14.0% | +0.3% | +13.6% | +13.9% |
| 3M | +5.4% | -2.9% | +8.3% | +5.6% |
| 6M | +170.3% | -5.9% | +176.2% | +171.5% |
| YTD | +250.7% | +4.1% | +246.5% | +247.0% |
| 1Y | +662.1% | +3.1% | +659.0% | +654.0% |
| 3Y | +1,341.2% | +40.8% | +1,300.4% | +1,238.5% |
| 5Y | +1,319.3% | +31.7% | +1,287.6% | +1,226.6% |
| 10Y | +5,778.3% | +141.1% | +5,637.2% | +5,071.3% |
| All | +5,778.3% | +143.0% | +5,635.3% | +5,071.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling