+84,752.5%
MU vs WY
+607.0%
+84,145.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.1% | +11.8% | +11.8% |
| 7D | +2.0% | -5.1% | +7.1% | +4.6% |
| 30D | -18.0% | +9.0% | -27.0% | -22.4% |
| 3M | -6.6% | -16.7% | +10.1% | +0.5% |
| 6M | +2.0% | -10.3% | +12.3% | +4.2% |
| YTD | +184.5% | -10.5% | +195.0% | +187.5% |
| 1Y | +236.9% | -5.9% | +242.7% | +231.5% |
| 3Y | +987.0% | -24.7% | +1,011.7% | +1,075.7% |
| 5Y | +1,014.6% | -31.5% | +1,046.1% | +1,167.9% |
| 10Y | +4,609.2% | +4.7% | +4,604.5% | +3,948.2% |
| All | +84,752.5% | +607.0% | +84,145.5% | +27,663.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling