+2,981.5%
MUU vs WAT
+41.4%
+2,940.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.0% | +12.6% | +12.5% |
| 7D | +17.4% | -1.3% | +18.7% | +18.7% |
| 30D | +24.0% | +2.3% | +21.6% | +20.7% |
| 3M | -23.9% | +8.7% | -32.6% | -28.8% |
| 6M | +284.4% | +28.3% | +256.1% | +211.3% |
| YTD | +583.7% | +7.8% | +575.9% | +532.1% |
| 1Y | +2,981.5% | +36.6% | +2,944.9% | +2,016.8% |
| All | +2,981.5% | +41.4% | +2,940.0% | +2,016.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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