+81,302.1%
MU vs WMT
+11,371.9%
+69,930.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.0% | -3.1% |
| 7D | +12.8% | +2.0% | +10.8% | +11.9% |
| 30D | -14.9% | +10.3% | -25.1% | -18.5% |
| 3M | -18.0% | +11.0% | -29.0% | -22.5% |
| 6M | -3.1% | -2.3% | -0.8% | -4.8% |
| YTD | +172.9% | +15.7% | +157.2% | +148.2% |
| 1Y | +228.8% | +26.0% | +202.9% | +186.4% |
| 3Y | +950.8% | +136.5% | +814.3% | +585.7% |
| 5Y | +931.3% | +176.8% | +754.4% | +517.4% |
| 10Y | +4,417.7% | +537.5% | +3,880.2% | +1,726.6% |
| All | +81,302.1% | +11,371.9% | +69,930.2% | +6,584.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling