+2,423.9%
MUU vs W
+82.2%
+2,341.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.7% | -6.7% | -7.6% |
| 7D | +3.6% | +0.5% | +3.1% | +3.5% |
| 30D | +22.3% | -5.6% | +27.9% | +26.3% |
| 3M | -8.2% | +41.9% | -50.1% | -30.4% |
| 6M | +256.3% | +30.2% | +226.1% | +184.9% |
| YTD | +534.4% | -2.9% | +537.4% | +514.3% |
| 1Y | +2,163.5% | +11.6% | +2,151.9% | +1,811.9% |
| All | +2,423.9% | +82.2% | +2,341.7% | +1,079.3% |
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