+2,683.6%
MUU vs SHW
-13.3%
+2,696.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.7% | +7.2% | +6.7% |
| 7D | +15.0% | -3.2% | +18.2% | +17.8% |
| 30D | +36.8% | -11.4% | +48.2% | +49.0% |
| 3M | -8.5% | +3.5% | -12.0% | -14.8% |
| 6M | +320.7% | -3.4% | +324.1% | +315.3% |
| YTD | +599.7% | -0.3% | +600.0% | +558.5% |
| 1Y | +2,569.2% | -10.4% | +2,579.6% | +2,761.3% |
| All | +2,683.6% | -13.3% | +2,696.8% | +2,970.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling