+1,272.2%
MUU vs WCC
+98.3%
+1,174.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.7% | -3.6% | -2.5% |
| 7D | +24.7% | +9.9% | +14.7% | +7.8% |
| 30D | -35.1% | -8.4% | -26.7% | -20.5% |
| 3M | -44.3% | -10.3% | -33.9% | -29.5% |
| 6M | -44.4% | -10.5% | -33.9% | -19.9% |
| YTD | +244.9% | +32.2% | +212.7% | +173.9% |
| 1Y | +365.6% | +25.5% | +340.1% | +305.8% |
| All | +1,272.2% | +98.3% | +1,174.0% | +591.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling