+662.1%
MU vs WWD
+40.3%
+621.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.4% | -0.7% |
| 7D | +7.2% | +0.8% | +6.4% | +6.8% |
| 30D | +14.0% | -6.4% | +20.4% | +17.5% |
| 3M | +5.4% | -5.6% | +11.0% | +8.6% |
| 6M | +170.3% | -9.1% | +179.4% | +182.0% |
| YTD | +250.7% | +12.5% | +238.2% | +246.0% |
| 1Y | +662.1% | +41.3% | +620.8% | +613.2% |
| All | +662.1% | +40.3% | +621.8% | +613.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling