+2,981.5%
MUU vs WCC
+61.8%
+2,919.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +3.9% | +7.7% | +5.0% |
| 7D | +17.4% | +4.5% | +12.9% | +9.5% |
| 30D | +24.0% | -5.8% | +29.8% | +37.9% |
| 3M | -23.9% | -3.7% | -20.2% | -10.3% |
| 6M | +284.4% | +23.1% | +261.4% | +241.3% |
| YTD | +583.7% | +44.2% | +539.6% | +398.1% |
| 1Y | +2,981.5% | +62.1% | +2,919.4% | +2,015.1% |
| All | +2,981.5% | +61.8% | +2,919.7% | +2,015.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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