+5,857.2%
MU vs WU
-19.6%
+5,876.8%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.0% | +7.1% | +6.6% |
| 7D | +9.0% | -0.8% | +9.8% | +9.4% |
| 30D | +13.8% | -1.1% | +14.9% | +14.3% |
| 3M | +2.1% | -3.9% | +5.9% | +1.3% |
| 6M | +153.8% | -20.7% | +174.5% | +178.4% |
| YTD | +256.4% | -18.4% | +274.7% | +281.4% |
| 1Y | +719.8% | -8.1% | +727.8% | +709.2% |
| 3Y | +1,360.4% | -24.2% | +1,384.5% | +1,457.4% |
| 5Y | +1,312.4% | -50.4% | +1,362.9% | +1,783.8% |
| 10Y | +6,142.6% | -40.0% | +6,182.6% | +6,967.5% |
| All | +5,857.2% | -19.6% | +5,876.8% | +4,585.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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