+504.3%
MUU vs WST
+47.3%
+457.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +0.4% | -14.4% | -14.1% |
| 7D | -35.9% | +1.3% | -37.1% | -36.0% |
| 30D | -47.1% | +8.5% | -55.6% | -48.0% |
| 3M | -29.8% | +17.2% | -47.1% | -32.3% |
| 6M | +16.0% | +36.3% | -20.2% | +8.8% |
| YTD | +286.1% | +48.9% | +237.2% | +243.9% |
| 1Y | +504.3% | +42.9% | +461.4% | +441.9% |
| All | +504.3% | +47.3% | +457.0% | +441.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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