+5,778.3%
MU vs WWD
+476.2%
+5,302.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.4% | -0.5% |
| 7D | +7.2% | +0.8% | +6.4% | +6.7% |
| 30D | +14.0% | -6.4% | +20.4% | +18.0% |
| 3M | +5.4% | -5.6% | +11.0% | +8.2% |
| 6M | +170.3% | -9.1% | +179.4% | +183.1% |
| YTD | +250.7% | +12.5% | +238.2% | +225.1% |
| 1Y | +662.1% | +41.3% | +620.8% | +520.9% |
| 3Y | +1,341.2% | +170.2% | +1,171.0% | +736.0% |
| 5Y | +1,319.3% | +192.5% | +1,126.9% | +673.8% |
| 10Y | +5,778.3% | +476.9% | +5,301.4% | +2,153.5% |
| All | +5,778.3% | +476.2% | +5,302.1% | +2,153.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded WWD 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling