+1,362.4%
MU vs WM
+46.1%
+1,316.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.3% | +5.4% |
| 7D | +9.0% | -0.3% | +9.3% | +8.8% |
| 30D | +13.8% | -2.4% | +16.2% | +12.5% |
| 3M | +2.1% | +0.4% | +1.7% | +3.0% |
| 6M | +153.8% | -9.5% | +163.3% | +154.0% |
| YTD | +256.4% | +0.5% | +255.9% | +258.7% |
| 1Y | +719.8% | -1.1% | +720.8% | +732.7% |
| All | +1,362.4% | +46.1% | +1,316.3% | +1,496.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling