+1,000.7%
MUU vs WM
+14.6%
+986.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -2.1% | +11.3% | +5.5% |
| 7D | -42.8% | +1.2% | -44.0% | -40.3% |
| 30D | -63.6% | +13.1% | -76.7% | -53.5% |
| 3M | -48.5% | +3.6% | -52.2% | -41.8% |
| 6M | -36.9% | +8.1% | -45.0% | -19.3% |
| YTD | +176.7% | +8.9% | +167.8% | +249.2% |
| 1Y | +266.3% | +20.3% | +245.9% | +351.1% |
| All | +1,000.7% | +14.6% | +986.0% | +1,219.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling