+1,843.7%
MUU vs WBD
+122.7%
+1,721.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.9% |
| 7D | -8.2% | -0.7% | -7.5% | -8.0% |
| 30D | +10.2% | +1.4% | +8.8% | +9.1% |
| 3M | -26.5% | +4.4% | -30.9% | -28.2% |
| 6M | +227.2% | +0.8% | +226.4% | +226.7% |
| YTD | +527.4% | -2.7% | +530.1% | +532.0% |
| 1Y | +1,843.7% | +73.4% | +1,770.3% | +1,663.5% |
| All | +1,843.7% | +122.7% | +1,721.0% | +1,663.5% |
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