+2,538.2%
MUU vs WSM
+65.1%
+2,473.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.2% | -3.2% |
| 7D | +13.9% | +2.6% | +11.4% | +11.2% |
| 30D | +24.8% | -9.5% | +34.3% | +37.0% |
| 3M | -15.7% | +12.9% | -28.6% | -27.1% |
| 6M | +338.9% | +23.0% | +315.8% | +248.2% |
| YTD | +563.2% | +28.9% | +534.2% | +401.7% |
| 1Y | +2,577.5% | +13.7% | +2,563.8% | +2,201.3% |
| All | +2,538.2% | +65.1% | +2,473.1% | +1,933.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling