+2,538.2%
MUU vs WAT
+13.7%
+2,524.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -1.5% |
| 7D | +13.9% | -0.7% | +14.6% | +14.6% |
| 30D | +24.8% | -1.0% | +25.8% | +25.4% |
| 3M | -15.7% | +10.9% | -26.6% | -23.2% |
| 6M | +338.9% | +33.2% | +305.7% | +235.7% |
| YTD | +563.2% | +6.1% | +557.1% | +519.9% |
| 1Y | +2,577.5% | +30.2% | +2,547.3% | +1,940.5% |
| All | +2,538.2% | +13.7% | +2,524.5% | +2,210.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling