+1,843.7%
MUU vs WAB
+49.7%
+1,794.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -3.1% |
| 7D | -8.2% | +0.1% | -8.4% | -8.7% |
| 30D | +10.2% | -4.1% | +14.2% | +19.3% |
| 3M | -26.5% | +8.2% | -34.7% | -33.7% |
| 6M | +227.2% | +15.4% | +211.8% | +165.3% |
| YTD | +527.4% | +33.1% | +494.3% | +293.1% |
| 1Y | +1,843.7% | +48.1% | +1,795.6% | +982.8% |
| All | +1,843.7% | +49.7% | +1,794.0% | +982.8% |
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