+236.9%
MU vs WSM
+36.5%
+200.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.2% | +11.7% | +11.8% |
| 7D | +2.0% | -3.0% | +5.0% | +3.7% |
| 30D | -18.0% | +10.1% | -28.0% | -21.8% |
| 3M | -6.6% | +4.9% | -11.5% | -9.0% |
| 6M | +2.0% | +49.8% | -47.7% | -19.4% |
| YTD | +184.5% | +48.7% | +135.7% | +109.2% |
| 1Y | +236.9% | +38.7% | +198.1% | +160.6% |
| All | +236.9% | +36.5% | +200.4% | +160.6% |
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