+2,683.6%
MUU vs WAT
+14.3%
+2,669.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.5% | +5.0% | +5.1% |
| 7D | +15.0% | -1.8% | +16.8% | +16.9% |
| 30D | +36.8% | -1.7% | +38.5% | +38.5% |
| 3M | -8.5% | +9.1% | -17.6% | -15.3% |
| 6M | +320.7% | +32.4% | +288.3% | +223.4% |
| YTD | +599.7% | +6.6% | +593.1% | +551.3% |
| 1Y | +2,569.2% | +34.7% | +2,534.5% | +1,875.5% |
| All | +2,683.6% | +14.3% | +2,669.3% | +2,327.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling