+365.6%
MUU vs W
+0.7%
+364.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.4% | -5.6% | -5.5% |
| 7D | +24.7% | +0.2% | +24.5% | +25.1% |
| 30D | -35.1% | +6.8% | -42.0% | -36.6% |
| 3M | -44.3% | +10.7% | -54.9% | -47.3% |
| 6M | -44.4% | +86.3% | -130.8% | -63.5% |
| YTD | +244.9% | +11.5% | +233.5% | +213.5% |
| 1Y | +365.6% | +5.1% | +360.5% | +328.9% |
| All | +365.6% | +0.7% | +364.9% | +328.9% |
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