+504.3%
MUU vs WSM
+44.0%
+460.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +6.5% | -20.5% | -19.0% |
| 7D | -35.9% | +8.0% | -43.9% | -40.9% |
| 30D | -47.1% | +13.5% | -60.6% | -54.3% |
| 3M | -29.8% | +8.8% | -38.7% | -37.2% |
| 6M | +16.0% | +54.7% | -38.7% | -31.0% |
| YTD | +286.1% | +53.3% | +232.8% | +105.4% |
| 1Y | +504.3% | +41.1% | +463.2% | +256.9% |
| All | +504.3% | +44.0% | +460.3% | +256.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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