+2,683.6%
MUU vs BWA
+91.9%
+2,591.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.5% | +7.0% | +8.0% |
| 7D | +15.0% | +0.1% | +14.9% | +15.0% |
| 30D | +36.8% | -5.6% | +42.4% | +50.5% |
| 3M | -8.5% | -10.7% | +2.2% | +16.2% |
| 6M | +320.7% | +23.2% | +297.6% | +272.4% |
| YTD | +599.7% | +46.0% | +553.7% | +358.4% |
| 1Y | +2,569.2% | +51.2% | +2,518.0% | +1,576.8% |
| All | +2,683.6% | +91.9% | +2,591.6% | +826.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling