+808.8%
MU vs WEC
+57.1%
+751.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | +0.2% | -17.6% | -17.4% |
| 7D | -29.7% | +3.2% | -33.0% | -28.4% |
| 30D | -37.2% | +14.7% | -51.9% | -32.2% |
| 3M | -26.5% | +10.2% | -36.7% | -22.1% |
| 6M | +2.6% | +4.5% | -1.9% | +6.7% |
| YTD | +130.1% | +15.1% | +115.0% | +149.3% |
| 1Y | +176.7% | +9.4% | +167.3% | +194.2% |
| All | +808.8% | +57.1% | +751.8% | +1,065.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling