+2,163.5%
MUU vs WFC
+13.3%
+2,150.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.2% | -9.1% | -9.3% |
| 7D | +3.6% | +0.3% | +3.3% | +3.6% |
| 30D | +22.3% | +2.3% | +20.0% | +22.8% |
| 3M | -8.2% | +9.8% | -18.0% | -6.1% |
| 6M | +256.3% | +15.6% | +240.8% | +257.3% |
| YTD | +534.4% | -2.4% | +536.9% | +582.4% |
| 1Y | +2,163.5% | +13.8% | +2,149.7% | +2,359.5% |
| All | +2,163.5% | +13.3% | +2,150.2% | +2,359.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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