+1,272.2%
MUU vs BBWI
-22.2%
+1,294.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.5% | -6.7% | -6.0% |
| 7D | +24.7% | +0.1% | +24.5% | +24.7% |
| 30D | -35.1% | +12.9% | -48.0% | -39.3% |
| 3M | -44.3% | +16.0% | -60.3% | -49.9% |
| 6M | -44.4% | +16.6% | -61.0% | -52.5% |
| YTD | +244.9% | +9.7% | +235.2% | +187.0% |
| 1Y | +365.6% | +1.5% | +364.1% | +310.3% |
| All | +1,272.2% | -22.2% | +1,294.4% | +1,513.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling