-48.3%
MUZ vs WCC
-11.6%
-36.7%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | -9.9% | +24.1% | -6.1% |
| 7D | +47.2% | -8.8% | +56.0% | +24.8% |
| 30D | +57.1% | -16.0% | +73.1% | +11.6% |
| 3M | -5.3% | -15.2% | +9.9% | -31.0% |
| All | -48.3% | -11.6% | -36.7% | -38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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 · Available span rolling