+84,752.5%
MU vs WSM
+40,190.9%
+44,561.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.2% | +11.7% | +11.8% |
| 7D | +2.0% | -3.0% | +5.0% | +3.2% |
| 30D | -18.0% | +10.1% | -28.0% | -20.5% |
| 3M | -6.6% | +4.9% | -11.5% | -8.3% |
| 6M | +2.0% | +49.8% | -47.7% | -10.1% |
| YTD | +184.5% | +48.7% | +135.7% | +150.6% |
| 1Y | +236.9% | +38.7% | +198.1% | +203.1% |
| 3Y | +987.0% | +269.5% | +717.4% | +617.5% |
| 5Y | +1,014.6% | +179.0% | +835.6% | +674.8% |
| 10Y | +4,609.2% | +1,162.3% | +3,446.9% | +1,847.9% |
| All | +84,752.5% | +40,190.9% | +44,561.6% | +12,237.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling