+2,981.5%
MUU vs WEC
+1.8%
+2,979.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.7% | +12.3% | +10.6% |
| 7D | +17.4% | -0.3% | +17.6% | +17.1% |
| 30D | +24.0% | -1.3% | +25.2% | +21.8% |
| 3M | -23.9% | -3.9% | -20.0% | -26.2% |
| 6M | +284.4% | -8.3% | +292.7% | +260.3% |
| YTD | +583.7% | +3.1% | +580.7% | +629.6% |
| 1Y | +2,981.5% | +1.9% | +2,979.5% | +3,021.4% |
| All | +2,981.5% | +1.8% | +2,979.7% | +3,021.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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