+2,163.5%
MUU vs WCC
+62.7%
+2,100.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.2% | -6.1% | -3.8% |
| 7D | +3.6% | +1.7% | +1.9% | +0.9% |
| 30D | +22.3% | -6.1% | +28.4% | +36.7% |
| 3M | -8.2% | +3.1% | -11.3% | -1.4% |
| 6M | +256.3% | +28.2% | +228.1% | +196.0% |
| YTD | +534.4% | +41.1% | +493.3% | +374.7% |
| 1Y | +2,163.5% | +61.3% | +2,102.2% | +1,428.8% |
| All | +2,163.5% | +62.7% | +2,100.8% | +1,428.8% |
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