+106,206.6%
MU vs WEC
+3,978.4%
+102,228.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +6.4% |
| 7D | +9.0% | -0.3% | +9.2% | +9.1% |
| 30D | +13.8% | -1.3% | +15.1% | +14.3% |
| 3M | +2.1% | -3.9% | +6.0% | +3.0% |
| 6M | +153.8% | -8.3% | +162.1% | +159.8% |
| YTD | +256.4% | +3.1% | +253.3% | +248.7% |
| 1Y | +719.8% | +1.9% | +717.8% | +702.7% |
| 3Y | +1,360.4% | +41.9% | +1,318.5% | +1,125.6% |
| 5Y | +1,312.4% | +30.8% | +1,281.6% | +1,099.4% |
| 10Y | +6,142.6% | +141.9% | +6,000.7% | +3,652.1% |
| All | +106,206.6% | +3,978.4% | +102,228.2% | +15,605.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling