+2,620.0%
MUU vs WM
+5.8%
+2,614.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.2% | +12.8% | +9.7% |
| 7D | +17.4% | -0.3% | +17.7% | +17.1% |
| 30D | +24.0% | -2.4% | +26.3% | +20.3% |
| 3M | -23.9% | +0.4% | -24.3% | -19.6% |
| 6M | +284.4% | -9.5% | +293.9% | +304.6% |
| YTD | +583.7% | +0.5% | +583.2% | +616.7% |
| 1Y | +2,981.5% | -1.1% | +2,982.6% | +3,245.2% |
| All | +2,620.0% | +5.8% | +2,614.3% | +2,607.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling