+22.8%
MUB vs WCN
+322.1%
-299.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -1.3% | +2.6% | -3.9% | -1.4% |
| 30D | +2.2% | +23.9% | -21.8% | +1.0% |
| 3M | -1.6% | +17.4% | -19.0% | -2.5% |
| 6M | -1.3% | +28.0% | -29.3% | -2.6% |
| YTD | -0.7% | +11.6% | -12.2% | -1.3% |
| 1Y | -0.2% | +16.9% | -17.1% | -1.1% |
| 3Y | +9.6% | +51.6% | -42.0% | +6.8% |
| 5Y | +2.6% | +48.0% | -45.4% | -0.2% |
| All | +22.8% | +322.1% | -299.2% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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