+2,683.6%
MUU vs W
+87.2%
+2,596.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.4% | +5.4% |
| 7D | +15.0% | +5.9% | +9.1% | +11.0% |
| 30D | +36.8% | -3.0% | +39.8% | +38.6% |
| 3M | -8.5% | +40.3% | -48.8% | -30.0% |
| 6M | +320.7% | +32.2% | +288.5% | +232.5% |
| YTD | +599.7% | -0.3% | +600.0% | +564.8% |
| 1Y | +2,569.2% | +16.2% | +2,553.0% | +2,091.6% |
| All | +2,683.6% | +87.2% | +2,596.4% | +1,176.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling