+2,981.5%
MUU vs WBD
+135.8%
+2,845.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.4% | +12.0% | +11.8% |
| 7D | +17.4% | -1.8% | +19.2% | +18.3% |
| 30D | +24.0% | +8.8% | +15.2% | +18.8% |
| 3M | -23.9% | +4.6% | -28.5% | -25.3% |
| 6M | +284.4% | +1.1% | +283.4% | +283.6% |
| YTD | +583.7% | -2.0% | +585.7% | +590.1% |
| 1Y | +2,981.5% | +140.0% | +2,841.5% | +2,153.6% |
| All | +2,981.5% | +135.8% | +2,845.7% | +2,153.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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