+76,578.9%
MU vs WSM
+40,127.9%
+36,451.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.0% | +3.3% | +5.3% |
| 7D | -12.0% | +0.9% | -12.9% | -12.3% |
| 30D | -28.7% | +8.6% | -37.3% | -30.7% |
| 3M | -16.4% | +4.2% | -20.7% | -17.9% |
| 6M | -1.8% | +44.6% | -46.4% | -12.6% |
| YTD | +157.1% | +48.5% | +108.6% | +126.5% |
| 1Y | +208.5% | +34.7% | +173.8% | +180.0% |
| 3Y | +906.2% | +271.0% | +635.1% | +563.3% |
| 5Y | +893.4% | +180.9% | +712.5% | +589.2% |
| 10Y | +4,271.9% | +1,235.4% | +3,036.5% | +1,679.3% |
| All | +76,578.9% | +40,127.9% | +36,451.0% | +11,053.7% |
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