+2,569.2%
MUU vs WST
+33.7%
+2,535.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.2% | +5.7% | +5.6% |
| 7D | +15.0% | -1.7% | +16.7% | +15.6% |
| 30D | +36.8% | -4.3% | +41.1% | +38.6% |
| 3M | -8.5% | +0.7% | -9.3% | -8.4% |
| 6M | +320.7% | +36.0% | +284.7% | +289.4% |
| YTD | +599.7% | +22.7% | +576.9% | +557.1% |
| 1Y | +2,569.2% | +34.1% | +2,535.1% | +2,124.0% |
| All | +2,569.2% | +33.7% | +2,535.4% | +2,124.0% |
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