+23.3%
MUB vs WAB
+269.8%
-246.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.8% |
| 7D | -0.8% | +7.9% | -8.7% | -1.0% |
| 30D | +2.4% | +4.9% | -2.5% | +2.3% |
| 3M | -1.1% | +1.8% | -2.9% | -1.2% |
| 6M | -1.0% | +12.0% | -13.0% | -1.3% |
| YTD | -0.3% | +41.3% | -41.6% | -1.3% |
| 1Y | 0.0% | +43.8% | -43.8% | -1.0% |
| 3Y | +10.2% | +171.1% | -160.9% | +7.0% |
| 5Y | +2.9% | +217.7% | -214.8% | -0.7% |
| All | +23.3% | +269.8% | -246.5% | +15.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling