+2,538.2%
MUU vs WBD
+267.6%
+2,270.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.7% |
| 7D | +13.9% | -0.7% | +14.6% | +14.4% |
| 30D | +24.8% | +5.0% | +19.8% | +20.4% |
| 3M | -15.7% | +6.2% | -22.0% | -19.6% |
| 6M | +338.9% | +0.6% | +338.3% | +339.2% |
| YTD | +563.2% | -2.4% | +565.6% | +577.3% |
| 1Y | +2,577.5% | +127.7% | +2,449.8% | +1,351.4% |
| All | +2,538.2% | +267.6% | +2,270.7% | +983.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling