+22.8%
MUB vs WCC
+431.3%
-408.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.3% |
| 7D | -1.3% | +9.9% | -11.2% | -1.5% |
| 30D | +2.2% | -8.4% | +10.6% | +2.3% |
| 3M | -1.6% | -10.3% | +8.7% | -1.5% |
| 6M | -1.3% | -10.5% | +9.2% | -1.2% |
| YTD | -0.7% | +32.2% | -32.8% | -1.5% |
| 1Y | -0.2% | +25.5% | -25.7% | -0.9% |
| 3Y | +9.6% | +134.7% | -125.1% | +6.7% |
| 5Y | +2.6% | +139.9% | -137.4% | -0.9% |
| All | +22.8% | +431.3% | -408.5% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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