+1,272.2%
MUU vs WWD
+107.1%
+1,165.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.6% | -4.3% |
| 7D | +24.7% | +4.0% | +20.7% | +18.9% |
| 30D | -35.1% | +0.4% | -35.6% | -32.8% |
| 3M | -44.3% | -7.9% | -36.3% | -34.8% |
| 6M | -44.4% | -10.6% | -33.8% | -31.7% |
| YTD | +244.9% | +9.4% | +235.5% | +198.2% |
| 1Y | +365.6% | +25.7% | +339.9% | +201.6% |
| All | +1,272.2% | +107.1% | +1,165.1% | +211.0% |
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