+661.2%
MU vs WSM
+14.1%
+647.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.9% | +2.8% |
| 7D | +7.5% | +2.6% | +4.9% | +6.2% |
| 30D | +19.4% | -9.3% | +28.7% | +25.0% |
| 3M | +9.8% | +7.1% | +2.7% | +4.9% |
| 6M | +164.1% | +21.7% | +142.4% | +133.6% |
| YTD | +260.3% | +28.7% | +231.6% | +203.7% |
| 1Y | +661.2% | +13.9% | +647.3% | +558.3% |
| All | +661.2% | +14.1% | +647.1% | +558.3% |
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