+2,683.6%
MUU vs BBWI
-35.5%
+2,719.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -6.3% | +11.8% | +9.0% |
| 7D | +15.0% | -4.4% | +19.5% | +17.7% |
| 30D | +36.8% | -7.4% | +44.2% | +40.0% |
| 3M | -8.5% | -2.2% | -6.3% | -13.4% |
| 6M | +320.7% | -16.3% | +337.0% | +327.0% |
| YTD | +599.7% | -9.1% | +608.8% | +550.5% |
| 1Y | +2,569.2% | -34.5% | +2,603.7% | +3,113.5% |
| All | +2,683.6% | -35.5% | +2,719.1% | +3,557.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling