+12,130.1%
MU vs WWD
+15,408.5%
-3,278.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.1% | +5.0% | +5.6% |
| 7D | +9.0% | +1.3% | +7.7% | +8.3% |
| 30D | +13.8% | -7.2% | +21.0% | +17.7% |
| 3M | +2.1% | -3.8% | +5.9% | +3.6% |
| 6M | +153.8% | -9.9% | +163.7% | +165.7% |
| YTD | +256.4% | +14.8% | +241.6% | +231.4% |
| 1Y | +719.8% | +42.1% | +677.7% | +588.2% |
| 3Y | +1,360.4% | +170.8% | +1,189.6% | +816.8% |
| 5Y | +1,312.4% | +197.5% | +1,114.9% | +737.4% |
| 10Y | +6,142.6% | +477.8% | +5,664.8% | +2,478.3% |
| All | +12,130.1% | +15,408.5% | -3,278.5% | +2,340.4% |
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