+2,423.9%
MUU vs WCC
+111.6%
+2,312.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.2% | -6.1% | -4.0% |
| 7D | +3.6% | +1.7% | +1.9% | +1.0% |
| 30D | +22.3% | -6.1% | +28.4% | +36.2% |
| 3M | -8.2% | +3.1% | -11.3% | -1.3% |
| 6M | +256.3% | +28.2% | +228.1% | +176.7% |
| YTD | +534.4% | +41.1% | +493.3% | +331.5% |
| 1Y | +2,163.5% | +61.3% | +2,102.2% | +1,169.9% |
| All | +2,423.9% | +111.6% | +2,312.2% | +989.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling