+265.1%
MU vs WTW
+8.6%
+256.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +3.0% | -10.0% | -5.0% |
| 7D | -19.1% | +4.9% | -24.0% | -16.3% |
| 30D | -25.2% | +17.1% | -42.3% | -16.6% |
| 3M | -10.9% | -0.3% | -10.6% | -9.8% |
| 6M | +38.0% | +30.7% | +7.3% | +73.9% |
| YTD | +178.8% | +3.7% | +175.1% | +247.8% |
| 1Y | +265.1% | +5.9% | +259.3% | +367.5% |
| All | +265.1% | +8.6% | +256.5% | +367.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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