+106,206.6%
MU vs WST
+12,330.1%
+93,876.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +6.4% |
| 7D | +9.0% | +0.7% | +8.2% | +8.6% |
| 30D | +13.8% | -3.1% | +17.0% | +15.3% |
| 3M | +2.1% | +7.2% | -5.1% | -1.1% |
| 6M | +153.8% | +36.8% | +117.0% | +119.9% |
| YTD | +256.4% | +23.8% | +232.5% | +219.7% |
| 1Y | +719.8% | +37.8% | +682.0% | +596.9% |
| 3Y | +1,360.4% | -15.9% | +1,376.3% | +1,264.4% |
| 5Y | +1,312.4% | -25.8% | +1,338.2% | +1,240.3% |
| 10Y | +6,142.6% | +319.6% | +5,823.0% | +2,279.0% |
| All | +106,206.6% | +12,330.1% | +93,876.5% | +9,661.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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