+2,620.0%
MUU vs WFC
+62.8%
+2,557.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.9% | +10.7% | +10.8% |
| 7D | +17.4% | +3.8% | +13.6% | +13.4% |
| 30D | +24.0% | +1.5% | +22.5% | +21.9% |
| 3M | -23.9% | +10.9% | -34.8% | -32.5% |
| 6M | +284.4% | +8.4% | +276.0% | +238.7% |
| YTD | +583.7% | -1.9% | +585.6% | +581.3% |
| 1Y | +2,981.5% | +12.3% | +2,969.1% | +2,317.8% |
| All | +2,620.0% | +62.8% | +2,557.2% | +1,319.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling