+189.8%
MU vs WM
+20.0%
+169.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.1% | +7.2% | +1.4% |
| 7D | -22.0% | +1.2% | -23.2% | -19.6% |
| 30D | -36.6% | +13.1% | -49.6% | -19.6% |
| 3M | -21.7% | +3.6% | -25.3% | -15.0% |
| 6M | +3.5% | +8.1% | -4.5% | +28.0% |
| YTD | +141.9% | +8.9% | +133.0% | +208.0% |
| 1Y | +189.8% | +20.3% | +169.5% | +329.7% |
| All | +189.8% | +20.0% | +169.8% | +329.7% |
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