+76,578.9%
MU vs WFC
+8,288.6%
+68,290.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.8% | +4.4% | +5.4% |
| 7D | -12.0% | +0.1% | -12.2% | -11.9% |
| 30D | -28.7% | +2.9% | -31.7% | -29.7% |
| 3M | -16.4% | -1.4% | -15.0% | -16.2% |
| 6M | -1.8% | +14.3% | -16.1% | -8.8% |
| YTD | +157.1% | -6.2% | +163.3% | +158.9% |
| 1Y | +208.5% | +1.6% | +206.9% | +199.4% |
| 3Y | +906.2% | +126.9% | +779.2% | +567.8% |
| 5Y | +893.4% | +94.0% | +799.5% | +600.5% |
| 10Y | +4,271.9% | +134.0% | +4,137.8% | +2,581.8% |
| All | +76,578.9% | +8,288.6% | +68,290.2% | +7,071.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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