+2,423.9%
MUU vs WBD
+268.6%
+2,155.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.0% | -10.4% | -10.0% |
| 7D | +3.6% | -0.6% | +4.2% | +3.8% |
| 30D | +22.3% | +4.2% | +18.2% | +18.6% |
| 3M | -8.2% | +7.5% | -15.7% | -13.2% |
| 6M | +256.3% | +1.6% | +254.8% | +254.1% |
| YTD | +534.4% | -2.2% | +536.6% | +546.1% |
| 1Y | +2,163.5% | +124.9% | +2,038.6% | +1,137.8% |
| All | +2,423.9% | +268.6% | +2,155.2% | +933.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling