+1,315.7%
MU vs WEC
+31.0%
+1,284.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +6.0% |
| 7D | +9.0% | -0.3% | +9.2% | +8.9% |
| 30D | +13.8% | -1.3% | +15.1% | +13.6% |
| 3M | +2.1% | -3.9% | +6.0% | +1.6% |
| 6M | +153.8% | -8.3% | +162.1% | +151.8% |
| YTD | +256.4% | +3.1% | +253.3% | +256.7% |
| 1Y | +719.8% | +1.9% | +717.8% | +718.9% |
| 3Y | +1,360.4% | +41.9% | +1,318.5% | +1,369.7% |
| All | +1,315.7% | +31.0% | +1,284.7% | +1,348.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling