+2,396.1%
MUU vs WY
-28.5%
+2,424.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.3% |
| 7D | -8.2% | -4.2% | -4.1% | -5.7% |
| 30D | +10.2% | -10.1% | +20.2% | +17.5% |
| 3M | -26.5% | -8.5% | -18.0% | -24.3% |
| 6M | +227.2% | -3.3% | +230.6% | +213.6% |
| YTD | +527.4% | -4.4% | +531.8% | +484.7% |
| 1Y | +1,843.7% | -11.5% | +1,855.2% | +1,908.5% |
| All | +2,396.1% | -28.5% | +2,424.5% | +3,024.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling