+2,396.1%
MUU vs WCN
-10.8%
+2,406.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -0.9% |
| 7D | -8.2% | -3.1% | -5.1% | -12.1% |
| 30D | +10.2% | -3.4% | +13.6% | +5.4% |
| 3M | -26.5% | +3.0% | -29.5% | -21.7% |
| 6M | +227.2% | -3.8% | +231.0% | +254.7% |
| YTD | +527.4% | -8.3% | +535.7% | +583.8% |
| 1Y | +1,843.7% | -9.7% | +1,853.4% | +2,056.9% |
| All | +2,396.1% | -10.8% | +2,406.9% | +2,623.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling