+2,396.1%
MUU vs WTW
+7.4%
+2,388.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -8.2% | -5.7% | -2.5% | -11.8% |
| 30D | +10.2% | -7.3% | +17.4% | +5.3% |
| 3M | -26.5% | +21.5% | -48.0% | -11.5% |
| 6M | +227.2% | +9.6% | +217.6% | +298.4% |
| YTD | +527.4% | -3.3% | +530.7% | +677.1% |
| 1Y | +1,843.7% | -6.1% | +1,849.8% | +2,335.3% |
| All | +2,396.1% | +7.4% | +2,388.6% | +2,815.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 3y: compounded portfolio wealth divided by compounded WTW 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…
3y analysis · Full analysis span regression · 6 months rolling