+1,106.1%
MUU vs WST
+44.5%
+1,061.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.4% | -2.5% |
| 7D | -32.5% | +1.4% | -33.8% | -32.3% |
| 30D | -55.2% | +12.7% | -68.0% | -56.2% |
| 3M | -40.7% | +17.2% | -57.9% | -42.6% |
| 6M | -43.9% | +26.7% | -70.6% | -46.7% |
| YTD | +203.2% | +50.3% | +152.9% | +176.2% |
| 1Y | +257.0% | +50.2% | +206.8% | +224.8% |
| All | +1,106.1% | +44.5% | +1,061.6% | +856.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling