+504.3%
MUU vs WY
+0.3%
+504.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.6% | -19.6% | -9.6% |
| 7D | -35.9% | +13.3% | -49.2% | -28.9% |
| 30D | -47.1% | +17.6% | -64.8% | -40.0% |
| 3M | -29.8% | -15.0% | -14.8% | -31.6% |
| 6M | +16.0% | -5.9% | +21.9% | +21.1% |
| YTD | +286.1% | -5.7% | +291.8% | +294.6% |
| 1Y | +504.3% | -0.2% | +504.5% | +476.5% |
| All | +504.3% | +0.3% | +504.0% | +476.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling