+228.8%
MU vs WSM
+34.6%
+194.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.0% | -3.2% |
| 7D | +12.8% | 0.0% | +12.8% | +12.8% |
| 30D | -14.9% | +5.1% | -19.9% | -17.0% |
| 3M | -18.0% | +5.1% | -23.2% | -20.4% |
| 6M | -3.1% | +48.6% | -51.7% | -23.0% |
| YTD | +172.9% | +44.2% | +128.7% | +104.8% |
| 1Y | +228.8% | +38.1% | +190.8% | +154.9% |
| All | +228.8% | +34.6% | +194.2% | +154.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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