+1,315.7%
MU vs WM
+52.1%
+1,263.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.3% | +5.8% |
| 7D | +9.0% | -0.3% | +9.3% | +8.9% |
| 30D | +13.8% | -2.4% | +16.2% | +13.3% |
| 3M | +2.1% | +0.4% | +1.7% | +2.0% |
| 6M | +153.8% | -9.5% | +163.3% | +155.1% |
| YTD | +256.4% | +0.5% | +255.9% | +254.2% |
| 1Y | +719.8% | -1.1% | +720.8% | +718.6% |
| 3Y | +1,360.4% | +46.0% | +1,314.3% | +1,242.7% |
| All | +1,315.7% | +52.1% | +1,263.6% | +1,153.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling