+22.8%
MUB vs WING
+620.3%
-597.4%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.4% |
| 7D | -1.3% | -2.5% | +1.2% | -1.2% |
| 30D | +2.2% | +29.5% | -27.4% | +1.6% |
| 3M | -1.6% | +40.2% | -41.8% | -2.4% |
| 6M | -1.3% | +32.7% | -34.0% | -2.0% |
| YTD | -0.7% | -32.8% | +32.1% | -0.2% |
| 1Y | -0.2% | -31.7% | +31.5% | +0.2% |
| 3Y | +9.6% | -24.7% | +34.4% | +8.9% |
| 5Y | +2.6% | -0.5% | +3.0% | +0.5% |
| All | +22.8% | +620.3% | -597.4% | +14.8% |
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