+504.3%
MUU vs WM
+21.9%
+482.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.6% | -15.6% | -8.4% |
| 7D | -35.9% | +5.9% | -41.8% | -19.9% |
| 30D | -47.1% | +15.4% | -62.5% | -7.9% |
| 3M | -29.8% | +6.3% | -36.2% | -7.8% |
| 6M | +16.0% | +5.6% | +10.4% | +93.1% |
| YTD | +286.1% | +9.9% | +276.1% | +622.5% |
| 1Y | +504.3% | +20.8% | +483.5% | +1,510.9% |
| All | +504.3% | +21.9% | +482.4% | +1,510.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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