+2,981.5%
MUU vs BBWI
-34.3%
+3,015.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.8% | +8.8% | +10.7% |
| 7D | +17.4% | +1.5% | +15.9% | +16.9% |
| 30D | +24.0% | -5.2% | +29.2% | +25.6% |
| 3M | -23.9% | +11.1% | -35.0% | -29.3% |
| 6M | +284.4% | -13.4% | +297.8% | +305.8% |
| YTD | +583.7% | +0.1% | +583.6% | +536.3% |
| 1Y | +2,981.5% | -36.1% | +3,017.6% | +3,239.1% |
| All | +2,981.5% | -34.3% | +3,015.8% | +3,239.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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