+3.5%
MU vs WEC
+2.4%
+1.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.1% | +7.2% | +2.6% |
| 7D | -22.0% | -0.2% | -21.8% | -21.9% |
| 30D | -36.6% | +12.3% | -48.9% | -28.4% |
| 3M | -21.7% | +8.3% | -30.0% | -14.5% |
| 6M | +3.5% | +3.5% | +0.1% | +13.1% |
| All | +3.5% | +2.4% | +1.2% | +13.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling