0.0%
MUB vs WAB
+46.5%
-46.6%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.4% |
| 7D | +0.6% | +4.5% | -4.0% | +0.5% |
| 30D | +3.2% | +1.1% | +2.1% | +3.2% |
| 3M | -1.1% | -1.3% | +0.2% | -1.0% |
| 6M | -1.1% | +12.7% | -13.9% | -1.5% |
| YTD | -0.5% | +38.7% | -39.1% | -0.9% |
| 1Y | 0.0% | +44.9% | -45.0% | -0.5% |
| All | 0.0% | +46.5% | -46.6% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 1y: compounded portfolio wealth divided by compounded WAB 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…
1y analysis · Full analysis span regression · 6 months rolling