+2,683.6%
MUU vs WCC
+118.7%
+2,564.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.3% | +6.8% | +7.6% |
| 7D | +15.0% | +6.8% | +8.2% | +3.1% |
| 30D | +36.8% | -3.0% | +39.8% | +44.1% |
| 3M | -8.5% | +0.2% | -8.7% | +1.8% |
| 6M | +320.7% | +33.2% | +287.6% | +206.3% |
| YTD | +599.7% | +45.8% | +553.9% | +349.3% |
| 1Y | +2,569.2% | +68.4% | +2,500.8% | +1,292.5% |
| All | +2,683.6% | +118.7% | +2,564.9% | +1,034.0% |
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 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