+8,202.3%
MU vs WWD
+14,113.5%
-5,911.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.4% | +1.7% | +3.6% |
| 7D | -22.0% | +4.2% | -26.2% | -23.2% |
| 30D | -36.6% | -2.1% | -34.4% | -35.7% |
| 3M | -21.7% | -13.2% | -8.5% | -16.3% |
| 6M | +3.5% | -16.9% | +20.4% | +12.8% |
| YTD | +141.9% | +5.2% | +136.7% | +134.9% |
| 1Y | +189.8% | +20.6% | +169.3% | +163.3% |
| 3Y | +855.4% | +146.3% | +709.0% | +529.6% |
| 5Y | +869.2% | +171.3% | +697.8% | +502.3% |
| 10Y | +4,142.8% | +471.3% | +3,671.5% | +1,672.5% |
| All | +8,202.3% | +14,113.5% | -5,911.2% | +1,630.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling