+2,620.0%
MUU vs WCC
+116.2%
+2,503.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +3.9% | +7.7% | +5.2% |
| 7D | +17.4% | +4.5% | +12.9% | +9.7% |
| 30D | +24.0% | -5.8% | +29.8% | +37.5% |
| 3M | -23.9% | -3.7% | -20.2% | -8.6% |
| 6M | +284.4% | +23.1% | +261.4% | +220.4% |
| YTD | +583.7% | +44.2% | +539.6% | +349.4% |
| 1Y | +2,981.5% | +62.1% | +2,919.4% | +1,611.7% |
| All | +2,620.0% | +116.2% | +2,503.8% | +1,034.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling