+2,683.6%
MUU vs WFC
+62.3%
+2,621.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.9% | +3.6% | +3.6% |
| 7D | +15.0% | +0.4% | +14.6% | +14.7% |
| 30D | +36.8% | +2.5% | +34.4% | +33.3% |
| 3M | -8.5% | +10.0% | -18.5% | -17.7% |
| 6M | +320.7% | +15.1% | +305.7% | +241.3% |
| YTD | +599.7% | -2.2% | +601.9% | +599.9% |
| 1Y | +2,569.2% | +13.5% | +2,555.7% | +1,971.5% |
| All | +2,683.6% | +62.3% | +2,621.3% | +1,358.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling