-48.3%
MUZ vs WCN
+24.8%
-73.1%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | +2.8% | +11.5% | +5.9% |
| 7D | +47.2% | +6.7% | +40.5% | +23.4% |
| 30D | +57.1% | +24.3% | +32.8% | -26.6% |
| 3M | -5.3% | +16.1% | -21.4% | -39.2% |
| All | -48.3% | +24.8% | -73.1% | -67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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