+2,163.5%
MUU vs SHW
-10.7%
+2,174.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.0% | -8.3% | -9.2% |
| 7D | +3.6% | -4.5% | +8.0% | +4.1% |
| 30D | +22.3% | -12.7% | +35.0% | +23.7% |
| 3M | -8.2% | +4.7% | -12.9% | -10.2% |
| 6M | +256.3% | -3.4% | +259.8% | +265.5% |
| YTD | +534.4% | -1.3% | +535.7% | +550.6% |
| 1Y | +2,163.5% | -10.4% | +2,173.8% | +2,395.3% |
| All | +2,163.5% | -10.7% | +2,174.2% | +2,395.3% |
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