-44.4%
MUU vs WAB
+10.6%
-55.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.8% | -4.4% | -3.3% |
| 7D | +24.7% | +5.1% | +19.6% | +11.6% |
| 30D | -35.1% | +4.0% | -39.1% | -37.0% |
| 3M | -44.3% | +0.1% | -44.4% | -41.6% |
| 6M | -44.4% | +12.8% | -57.2% | -50.8% |
| All | -44.4% | +10.6% | -55.1% | -50.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling