+2,620.0%
MUU vs WWD
+117.3%
+2,502.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.1% | +10.5% | +10.1% |
| 7D | +17.4% | +1.3% | +16.1% | +15.4% |
| 30D | +24.0% | -7.2% | +31.1% | +37.2% |
| 3M | -23.9% | -3.8% | -20.1% | -19.5% |
| 6M | +284.4% | -9.9% | +294.3% | +353.3% |
| YTD | +583.7% | +14.8% | +568.9% | +428.4% |
| 1Y | +2,981.5% | +42.1% | +2,939.4% | +1,435.9% |
| All | +2,620.0% | +117.3% | +2,502.7% | +451.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling