+2,981.5%
MUU vs W
+25.7%
+2,955.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.5% | +9.1% | +10.2% |
| 7D | +17.4% | -4.2% | +21.5% | +20.1% |
| 30D | +24.0% | -7.6% | +31.5% | +28.8% |
| 3M | -23.9% | +37.2% | -61.1% | -38.7% |
| 6M | +284.4% | +26.3% | +258.1% | +221.5% |
| YTD | +583.7% | -1.0% | +584.7% | +551.0% |
| 1Y | +2,981.5% | +20.1% | +2,961.4% | +2,652.7% |
| All | +2,981.5% | +25.7% | +2,955.8% | +2,652.7% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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