+2,981.5%
MUU vs NWSA
+5.5%
+2,976.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.8% | +13.4% | +9.5% |
| 7D | +17.4% | -1.9% | +19.2% | +15.1% |
| 30D | +24.0% | +4.6% | +19.4% | +31.4% |
| 3M | -23.9% | +13.2% | -37.1% | -6.3% |
| 6M | +284.4% | +27.0% | +257.4% | +377.9% |
| YTD | +583.7% | +16.8% | +566.9% | +779.1% |
| 1Y | +2,981.5% | +4.5% | +2,977.0% | +3,635.5% |
| All | +2,981.5% | +5.5% | +2,976.0% | +3,635.5% |
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