+504.3%
MUU vs NWSA
+18.2%
+486.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.7% | -17.7% | -8.8% |
| 7D | -35.9% | +4.3% | -40.1% | -31.3% |
| 30D | -47.1% | +5.6% | -52.7% | -42.0% |
| 3M | -29.8% | +7.3% | -37.1% | -20.3% |
| 6M | +16.0% | +18.8% | -2.8% | +52.8% |
| YTD | +286.1% | +17.9% | +268.2% | +443.1% |
| 1Y | +504.3% | +19.3% | +485.0% | +744.8% |
| All | +504.3% | +18.2% | +486.1% | +744.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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