+1,397.6%
MUU vs WING
-57.7%
+1,455.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -1.7% | +25.9% | +24.5% |
| 7D | -2.5% | -0.5% | -2.0% | -2.3% |
| 30D | -39.7% | +32.3% | -72.1% | -43.7% |
| 3M | -27.4% | +50.2% | -77.6% | -35.0% |
| 6M | -38.4% | +31.7% | -70.1% | -43.2% |
| YTD | +276.4% | -29.6% | +306.1% | +306.5% |
| 1Y | +390.7% | -29.7% | +420.4% | +428.0% |
| All | +1,397.6% | -57.7% | +1,455.3% | +1,591.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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