+2,163.5%
MUU vs BWA
+54.1%
+2,109.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.7% | -10.0% | -10.4% |
| 7D | +3.6% | -0.1% | +3.6% | +3.7% |
| 30D | +22.3% | -5.5% | +27.8% | +34.5% |
| 3M | -8.2% | -7.6% | -0.6% | +9.9% |
| 6M | +256.3% | +25.0% | +231.4% | +227.1% |
| YTD | +534.4% | +47.0% | +487.5% | +343.8% |
| 1Y | +2,163.5% | +54.0% | +2,109.5% | +1,421.7% |
| All | +2,163.5% | +54.1% | +2,109.4% | +1,421.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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