+2,423.9%
MUU vs WWD
+108.9%
+2,315.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.5% | -7.9% | -7.3% |
| 7D | +3.6% | -2.9% | +6.4% | +8.1% |
| 30D | +22.3% | -6.6% | +28.9% | +34.3% |
| 3M | -8.2% | -9.3% | +1.1% | +5.5% |
| 6M | +256.3% | -13.6% | +270.0% | +342.7% |
| YTD | +534.4% | +10.4% | +524.1% | +418.6% |
| 1Y | +2,163.5% | +39.9% | +2,123.6% | +1,037.6% |
| All | +2,423.9% | +108.9% | +2,315.0% | +440.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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