-0.2%
MUB vs WWD
+21.4%
-21.6%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.3% | -0.3% |
| 7D | -1.3% | +4.0% | -5.2% | -1.3% |
| 30D | +2.2% | +0.4% | +1.8% | +2.2% |
| 3M | -1.6% | -7.9% | +6.3% | -1.5% |
| 6M | -1.3% | -10.6% | +9.4% | -1.1% |
| YTD | -0.7% | +9.4% | -10.1% | -0.6% |
| 1Y | -0.2% | +25.7% | -25.9% | -0.2% |
| All | -0.2% | +21.4% | -21.6% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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