+504.3%
MUU vs WAB
+46.5%
+457.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.1% | -15.1% | -16.1% |
| 7D | -35.9% | +4.5% | -40.4% | -41.7% |
| 30D | -47.1% | +1.1% | -48.2% | -48.5% |
| 3M | -29.8% | -1.3% | -28.6% | -28.4% |
| 6M | +16.0% | +12.7% | +3.3% | -3.0% |
| YTD | +286.1% | +38.7% | +247.4% | +94.1% |
| 1Y | +504.3% | +44.9% | +459.4% | +175.3% |
| All | +504.3% | +46.5% | +457.8% | +175.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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