+893.4%
MU vs WY
-31.5%
+924.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.7% | +5.5% | +6.0% |
| 7D | -12.0% | -0.8% | -11.3% | -12.1% |
| 30D | -28.7% | +10.6% | -39.4% | -32.6% |
| 3M | -16.4% | -16.6% | +0.2% | -9.8% |
| 6M | -1.8% | -8.6% | +6.8% | -0.4% |
| YTD | +157.1% | -8.4% | +165.5% | +156.1% |
| 1Y | +208.5% | -5.1% | +213.6% | +199.7% |
| 3Y | +906.2% | -21.9% | +928.1% | +964.8% |
| 5Y | +893.4% | -31.3% | +924.7% | +1,114.3% |
| All | +893.4% | -31.5% | +924.9% | +1,114.3% |
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