+266.5%
MUU vs WM
+20.0%
+246.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +0.1% | +12.3% | +13.0% |
| 7D | -27.2% | -0.5% | -26.7% | -25.9% |
| 30D | -54.0% | +13.3% | -67.3% | -23.4% |
| 3M | -41.4% | +4.4% | -45.8% | -26.4% |
| 6M | -42.5% | +10.8% | -53.3% | +3.8% |
| YTD | +211.2% | +9.1% | +202.1% | +471.4% |
| All | +266.5% | +20.0% | +246.5% | +801.1% |
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