+2,620.0%
MUU vs BBWI
-29.0%
+2,649.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.8% | +8.8% | +10.0% |
| 7D | +17.4% | +1.5% | +15.9% | +16.6% |
| 30D | +24.0% | -5.2% | +29.2% | +26.0% |
| 3M | -23.9% | +11.1% | -35.0% | -32.4% |
| 6M | +284.4% | -13.4% | +297.8% | +292.1% |
| YTD | +583.7% | +0.1% | +583.6% | +504.7% |
| 1Y | +2,981.5% | -36.1% | +3,017.6% | +3,763.5% |
| All | +2,620.0% | -29.0% | +2,649.0% | +3,300.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling