+18.0%
MUB vs WING
+341.7%
-323.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -0.3% | -0.1% | -0.2% | -0.3% |
| 30D | -1.5% | -6.0% | +4.5% | -1.5% |
| 3M | -1.9% | -23.5% | +21.5% | -1.5% |
| 6M | -1.7% | -52.0% | +50.3% | -0.4% |
| YTD | -0.8% | -53.8% | +53.0% | +0.5% |
| 1Y | +1.5% | -63.8% | +65.3% | +3.2% |
| 3Y | +8.8% | -30.8% | +39.5% | +8.1% |
| 5Y | +2.0% | -34.3% | +36.3% | +0.8% |
| 10Y | +18.0% | +352.4% | -334.4% | +12.3% |
| All | +18.0% | +341.7% | -323.8% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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