+365.6%
MUU vs BBWI
+0.1%
+365.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.5% | -6.7% | -5.6% |
| 7D | +24.7% | +0.1% | +24.5% | +24.7% |
| 30D | -35.1% | +12.9% | -48.0% | -36.9% |
| 3M | -44.3% | +16.0% | -60.3% | -46.8% |
| 6M | -44.4% | +16.6% | -61.0% | -49.0% |
| YTD | +244.9% | +9.7% | +235.2% | +211.3% |
| 1Y | +365.6% | +1.5% | +364.1% | +341.9% |
| All | +365.6% | +0.1% | +365.5% | +341.9% |
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 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