+2,396.1%
MUU vs WBD
+266.5%
+2,129.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.7% |
| 7D | -8.2% | -0.7% | -7.5% | -7.9% |
| 30D | +10.2% | +1.4% | +8.8% | +8.6% |
| 3M | -26.5% | +4.4% | -30.9% | -29.3% |
| 6M | +227.2% | +0.8% | +226.4% | +226.8% |
| YTD | +527.4% | -2.7% | +530.1% | +541.4% |
| 1Y | +1,843.7% | +73.4% | +1,770.3% | +1,209.0% |
| All | +2,396.1% | +266.5% | +2,129.5% | +926.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling