+504.3%
MUU vs W
+21.5%
+482.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +11.0% | -25.0% | -20.0% |
| 7D | -35.9% | +8.4% | -44.2% | -39.5% |
| 30D | -47.1% | +16.5% | -63.6% | -52.2% |
| 3M | -29.8% | +6.4% | -36.3% | -33.8% |
| 6M | +16.0% | +90.5% | -74.5% | -28.0% |
| YTD | +286.1% | +23.1% | +263.0% | +222.3% |
| 1Y | +504.3% | +24.3% | +480.1% | +400.6% |
| All | +504.3% | +21.5% | +482.8% | +400.6% |
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