+72,065.9%
MU vs WST
+14,518.0%
+57,547.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.9% | +3.3% | +4.3% |
| 7D | -22.0% | -3.1% | -18.9% | -20.7% |
| 30D | -36.6% | +9.1% | -45.7% | -38.7% |
| 3M | -21.7% | +14.7% | -36.4% | -26.2% |
| 6M | +3.5% | +28.0% | -24.5% | -7.2% |
| YTD | +141.9% | +45.6% | +96.3% | +102.7% |
| 1Y | +189.8% | +45.7% | +144.2% | +142.2% |
| 3Y | +855.4% | +21.1% | +834.3% | +657.3% |
| 5Y | +869.2% | +0.3% | +868.8% | +705.1% |
| 10Y | +4,142.8% | +449.0% | +3,693.8% | +1,339.9% |
| All | +72,065.9% | +14,518.0% | +57,547.9% | +6,087.6% |
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