+4,277.4%
MU vs WEC
+186.5%
+4,090.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -15.2% | +1.4% | -16.6% | -15.3% |
| 30D | -29.5% | +12.8% | -42.3% | -30.3% |
| 3M | -15.8% | +11.2% | -27.0% | -16.7% |
| 6M | -2.9% | +6.6% | -9.5% | -3.7% |
| YTD | +154.2% | +13.8% | +140.4% | +149.6% |
| 1Y | +186.6% | +7.6% | +178.9% | +183.4% |
| 3Y | +871.5% | +62.2% | +809.3% | +787.5% |
| 5Y | +911.7% | +52.0% | +859.7% | +828.9% |
| 10Y | +4,277.4% | +189.4% | +4,088.0% | +3,923.1% |
| All | +4,277.4% | +186.5% | +4,090.8% | +3,923.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling