+6,169.9%
MU vs WY
+5.8%
+6,164.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.0% |
| 7D | +7.5% | -1.7% | +9.2% | +8.5% |
| 30D | +19.4% | -9.9% | +29.2% | +25.8% |
| 3M | +9.8% | -7.5% | +17.3% | +12.7% |
| 6M | +164.1% | -5.1% | +169.3% | +165.2% |
| YTD | +260.3% | -2.1% | +262.4% | +252.7% |
| 1Y | +661.2% | -7.3% | +668.5% | +665.7% |
| 3Y | +1,380.8% | -22.6% | +1,403.5% | +1,514.8% |
| 5Y | +1,346.4% | -19.8% | +1,366.2% | +1,446.6% |
| 10Y | +6,169.9% | +9.6% | +6,160.4% | +5,368.1% |
| All | +6,169.9% | +5.8% | +6,164.2% | +5,368.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 10y: compounded portfolio wealth divided by compounded WY 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…
10y analysis · Full analysis span regression · 6 months rolling