+1,319.3%
MU vs WY
-21.5%
+1,340.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -0.9% |
| 7D | +7.2% | -2.1% | +9.2% | +8.2% |
| 30D | +14.0% | -10.5% | +24.5% | +20.0% |
| 3M | +5.4% | -4.9% | +10.3% | +6.4% |
| 6M | +170.3% | -4.9% | +175.2% | +170.7% |
| YTD | +250.7% | -1.7% | +252.3% | +241.3% |
| 1Y | +662.1% | -9.4% | +671.5% | +676.7% |
| 3Y | +1,341.2% | -22.3% | +1,363.5% | +1,474.6% |
| 5Y | +1,319.3% | -20.5% | +1,339.9% | +1,531.5% |
| All | +1,319.3% | -21.5% | +1,340.9% | +1,531.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling