+3,944.0%
MU vs WU
-20.2%
+3,964.2%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.0% | +7.1% | +6.2% |
| 7D | -22.0% | +11.7% | -33.7% | -27.6% |
| 30D | -36.6% | +12.6% | -49.2% | -41.7% |
| 3M | -21.7% | -0.5% | -21.2% | -23.4% |
| 6M | +3.5% | -18.2% | +21.7% | +9.7% |
| YTD | +141.9% | -19.0% | +160.9% | +154.3% |
| 1Y | +189.8% | -16.7% | +206.5% | +198.7% |
| 3Y | +855.4% | -21.0% | +876.4% | +879.3% |
| 5Y | +869.2% | -41.7% | +910.9% | +1,047.2% |
| 10Y | +4,142.8% | -35.0% | +4,177.8% | +4,366.7% |
| All | +3,944.0% | -20.2% | +3,964.2% | +3,023.7% |
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