+2,396.1%
MUU vs WU
-28.2%
+2,424.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.4% |
| 7D | -8.2% | -3.5% | -4.8% | -6.6% |
| 30D | +10.2% | -2.9% | +13.1% | +11.6% |
| 3M | -26.5% | -2.3% | -24.2% | -30.0% |
| 6M | +227.2% | -25.4% | +252.6% | +275.7% |
| YTD | +527.4% | -21.2% | +548.6% | +576.6% |
| 1Y | +1,843.7% | -8.9% | +1,852.5% | +1,666.2% |
| All | +2,396.1% | -28.2% | +2,424.3% | +2,684.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling