+504.3%
MUU vs SHW
+7.3%
+497.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +6.6% | -20.6% | -11.8% |
| 7D | -35.9% | +13.3% | -49.2% | -33.4% |
| 30D | -47.1% | +14.1% | -61.3% | -45.4% |
| 3M | -29.8% | +0.8% | -30.6% | -26.9% |
| 6M | +16.0% | +17.6% | -1.6% | +18.2% |
| YTD | +286.1% | +13.0% | +273.1% | +311.6% |
| 1Y | +504.3% | +7.0% | +497.3% | +540.4% |
| All | +504.3% | +7.3% | +497.1% | +540.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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