+236.9%
MU vs WEC
+8.0%
+228.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.4% | +11.5% | +12.2% |
| 7D | +2.0% | -0.5% | +2.6% | +1.5% |
| 30D | -18.0% | +12.0% | -29.9% | -9.6% |
| 3M | -6.6% | +11.1% | -17.6% | +2.5% |
| 6M | +2.0% | +6.0% | -3.9% | +9.2% |
| YTD | +184.5% | +14.3% | +170.2% | +211.5% |
| 1Y | +236.9% | +8.0% | +228.9% | +260.1% |
| All | +236.9% | +8.0% | +228.9% | +260.1% |
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 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