-53.9%
MUZ vs WCC
-10.2%
-43.8%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.7% | +6.8% | +1.5% |
| 7D | -26.3% | +9.9% | -36.2% | -6.3% |
| 30D | +6.6% | -8.4% | +15.0% | +1.6% |
| 3M | -2.3% | -10.3% | +8.0% | -8.4% |
| All | -53.9% | -10.2% | -43.8% | -37.9% |
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