+2,423.9%
MUU vs WY
-28.7%
+2,452.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.7% | -6.7% | -7.7% |
| 7D | +3.6% | -3.7% | +7.2% | +6.1% |
| 30D | +22.3% | -11.3% | +33.6% | +31.4% |
| 3M | -8.2% | -8.1% | -0.1% | -5.8% |
| 6M | +256.3% | -7.4% | +263.8% | +255.5% |
| YTD | +534.4% | -4.7% | +539.1% | +492.4% |
| 1Y | +2,163.5% | -9.2% | +2,172.7% | +2,154.6% |
| All | +2,423.9% | -28.7% | +2,452.6% | +3,065.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling