+2,423.9%
MUU vs NWSA
+13.6%
+2,410.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.8% | -8.6% | -9.2% |
| 7D | +3.6% | -4.8% | +8.3% | +4.4% |
| 30D | +22.3% | +3.0% | +19.4% | +21.2% |
| 3M | -8.2% | +9.3% | -17.5% | -13.4% |
| 6M | +256.3% | +23.2% | +233.2% | +190.1% |
| YTD | +534.4% | +13.3% | +521.1% | +466.2% |
| 1Y | +2,163.5% | +2.9% | +2,160.6% | +2,170.0% |
| All | +2,423.9% | +13.6% | +2,410.3% | +1,710.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling