+72,065.9%
MU vs WEC
+4,360.7%
+67,705.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.1% | +7.2% | +5.8% |
| 7D | -22.0% | -0.2% | -21.8% | -22.1% |
| 30D | -36.6% | +12.3% | -48.9% | -39.5% |
| 3M | -21.7% | +8.3% | -30.0% | -24.4% |
| 6M | +3.5% | +3.5% | +0.1% | +1.1% |
| YTD | +141.9% | +12.7% | +129.2% | +127.9% |
| 1Y | +189.8% | +8.2% | +181.7% | +177.0% |
| 3Y | +855.4% | +55.9% | +799.5% | +671.8% |
| 5Y | +869.2% | +51.2% | +817.9% | +675.0% |
| 10Y | +4,142.8% | +177.6% | +3,965.2% | +2,299.8% |
| All | +72,065.9% | +4,360.7% | +67,705.2% | +10,164.8% |
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