+504.3%
MUU vs WAT
+32.9%
+471.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.7% | -15.7% | -15.5% |
| 7D | -35.9% | -1.9% | -33.9% | -34.5% |
| 30D | -47.1% | +6.2% | -53.4% | -49.5% |
| 3M | -29.8% | +18.1% | -47.9% | -39.7% |
| 6M | +16.0% | +54.9% | -38.9% | -19.9% |
| YTD | +286.1% | +23.1% | +263.0% | +216.2% |
| 1Y | +504.3% | +27.3% | +477.0% | +384.5% |
| All | +504.3% | +32.9% | +471.4% | +384.5% |
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