+1,348.1%
MUU vs W
+108.4%
+1,239.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.6% | -0.7% | -1.6% |
| 7D | +43.7% | -1.7% | +45.3% | +45.7% |
| 30D | -37.2% | +3.2% | -40.5% | -37.8% |
| 3M | -36.1% | +8.3% | -44.4% | -39.6% |
| 6M | -35.7% | +84.3% | -120.0% | -58.4% |
| YTD | +264.0% | +11.0% | +253.0% | +223.3% |
| 1Y | +359.1% | -0.2% | +359.3% | +333.1% |
| All | +1,348.1% | +108.4% | +1,239.7% | +520.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling