+719.8%
MU vs WM
-0.9%
+720.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.3% | +4.1% |
| 7D | +9.0% | -0.3% | +9.3% | +8.6% |
| 30D | +13.8% | -2.4% | +16.2% | +9.8% |
| 3M | +2.1% | +0.4% | +1.7% | +6.3% |
| 6M | +153.8% | -9.5% | +163.3% | +148.9% |
| YTD | +256.4% | +0.5% | +255.9% | +279.3% |
| 1Y | +719.8% | -1.1% | +720.8% | +836.4% |
| All | +719.8% | -0.9% | +720.7% | +836.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling