0.0%
MUB vs WSM
+12.3%
-12.3%
-4.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +0.9% | -0.7% |
| 7D | -1.2% | +0.4% | -1.7% | -1.2% |
| 30D | -2.8% | -10.7% | +8.0% | -2.5% |
| 3M | -3.1% | +8.5% | -11.5% | -3.3% |
| 6M | -2.9% | +19.6% | -22.5% | -3.3% |
| YTD | -2.0% | +26.6% | -28.6% | -2.5% |
| 1Y | 0.0% | +12.0% | -12.0% | -0.6% |
| All | 0.0% | +12.3% | -12.3% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling