+17.6%
MUB vs WU
-40.9%
+58.4%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.5% |
| 7D | -0.7% | -4.9% | +4.2% | -0.6% |
| 30D | -2.0% | -1.3% | -0.7% | -1.9% |
| 3M | -2.5% | -3.6% | +1.0% | -2.5% |
| 6M | -2.3% | -24.3% | +22.0% | -1.7% |
| YTD | -1.3% | -21.1% | +19.8% | -0.8% |
| 1Y | +1.1% | -10.3% | +11.4% | +1.2% |
| 3Y | +8.2% | -28.4% | +36.6% | +8.8% |
| 5Y | +1.5% | -51.2% | +52.7% | +2.9% |
| 10Y | +17.6% | -39.6% | +57.2% | +18.9% |
| All | +17.6% | -40.9% | +58.4% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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