+153.8%
MU vs WMT
-15.2%
+169.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.3% | +5.1% |
| 7D | +9.0% | +3.9% | +5.0% | +12.5% |
| 30D | +13.8% | -4.4% | +18.2% | +10.6% |
| 3M | +2.1% | -8.8% | +10.9% | -2.8% |
| 6M | +153.8% | -15.6% | +169.4% | +129.2% |
| All | +153.8% | -15.2% | +169.0% | +129.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMT.
Daily Out/Under-Performance
Portfolio return minus WMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMT 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 6mo: compounded portfolio wealth divided by compounded WMT 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…
6mo analysis · Full analysis span regression · 6 months rolling