+2,538.2%
MUU vs WST
+18.3%
+2,519.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.4% | -2.9% |
| 7D | +13.9% | -0.3% | +14.2% | +14.0% |
| 30D | +24.8% | -4.6% | +29.4% | +26.1% |
| 3M | -15.7% | +5.7% | -21.4% | -16.8% |
| 6M | +338.9% | +37.6% | +301.3% | +309.1% |
| YTD | +563.2% | +23.0% | +540.1% | +529.6% |
| 1Y | +2,577.5% | +33.8% | +2,543.7% | +2,385.8% |
| All | +2,538.2% | +18.3% | +2,519.9% | +2,080.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling