+2,423.9%
MUU vs BBWI
-36.5%
+2,460.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.5% | -7.9% | -8.5% |
| 7D | +3.6% | -8.0% | +11.6% | +8.3% |
| 30D | +22.3% | -6.6% | +28.9% | +24.6% |
| 3M | -8.2% | -2.7% | -5.5% | -13.0% |
| 6M | +256.3% | -12.8% | +269.1% | +250.9% |
| YTD | +534.4% | -10.5% | +544.9% | +495.1% |
| 1Y | +2,163.5% | -35.3% | +2,198.8% | +2,644.7% |
| All | +2,423.9% | -36.5% | +2,460.4% | +3,246.0% |
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