+2,620.0%
MUU vs WU
-25.6%
+2,645.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.0% | +12.6% | +12.1% |
| 7D | +17.4% | -0.8% | +18.2% | +17.8% |
| 30D | +24.0% | -1.1% | +25.1% | +24.5% |
| 3M | -23.9% | -3.9% | -20.0% | -25.7% |
| 6M | +284.4% | -20.7% | +305.1% | +324.6% |
| YTD | +583.7% | -18.4% | +602.1% | +624.5% |
| 1Y | +2,981.5% | -8.1% | +2,989.5% | +2,732.1% |
| All | +2,620.0% | -25.6% | +2,645.6% | +2,881.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling