+504.3%
MUU vs WCN
+16.1%
+488.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.8% | -16.8% | -7.2% |
| 7D | -35.9% | +6.7% | -42.6% | -23.3% |
| 30D | -47.1% | +24.3% | -71.4% | -6.2% |
| 3M | -29.8% | +16.1% | -45.9% | +4.4% |
| 6M | +16.0% | +19.9% | -3.9% | +123.9% |
| YTD | +286.1% | +10.1% | +276.0% | +593.3% |
| 1Y | +504.3% | +14.4% | +489.9% | +1,147.4% |
| All | +504.3% | +16.1% | +488.3% | +1,147.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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