+27.1%
MUB vs WING
+405.9%
-378.7%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | 0.0% |
| 7D | -0.9% | -3.9% | +3.0% | -0.8% |
| 30D | -1.4% | -11.6% | +10.2% | -1.2% |
| 3M | -2.2% | -24.2% | +22.0% | -1.8% |
| 6M | -1.9% | -54.1% | +52.2% | -0.7% |
| YTD | -0.8% | -53.9% | +53.1% | +0.3% |
| 1Y | +2.7% | -64.4% | +67.1% | +4.3% |
| 3Y | +8.6% | -30.2% | +38.8% | +8.1% |
| 5Y | +2.0% | -34.1% | +36.2% | +1.1% |
| 10Y | +17.9% | +342.1% | -324.2% | +14.6% |
| All | +27.1% | +405.9% | -378.7% | +24.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling