+106,206.6%
MU vs WY
+688.1%
+105,518.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.8% | +5.3% | +5.7% |
| 7D | +9.0% | -1.7% | +10.7% | +9.9% |
| 30D | +13.8% | -10.1% | +23.9% | +19.8% |
| 3M | +2.1% | -5.1% | +7.2% | +3.2% |
| 6M | +153.8% | -4.8% | +158.6% | +154.5% |
| YTD | +256.4% | -0.2% | +256.6% | +246.9% |
| 1Y | +719.8% | -6.6% | +726.4% | +721.9% |
| 3Y | +1,360.4% | -22.7% | +1,383.1% | +1,484.3% |
| 5Y | +1,312.4% | -22.2% | +1,334.6% | +1,427.5% |
| 10Y | +6,142.6% | +7.3% | +6,135.3% | +5,270.3% |
| All | +106,206.6% | +688.1% | +105,518.5% | +33,396.8% |
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