+2,423.9%
MUU vs WU
-28.6%
+2,452.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.7% | -8.6% | -9.0% |
| 7D | +3.6% | -5.0% | +8.5% | +6.1% |
| 30D | +22.3% | -2.3% | +24.6% | +23.5% |
| 3M | -8.2% | -3.2% | -5.0% | -12.2% |
| 6M | +256.3% | -25.0% | +281.4% | +307.1% |
| YTD | +534.4% | -21.7% | +556.1% | +586.1% |
| 1Y | +2,163.5% | -9.0% | +2,172.4% | +1,953.2% |
| All | +2,423.9% | -28.6% | +2,452.5% | +2,723.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling