-48.3%
MUZ vs WSM
+32.7%
-81.0%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | +6.5% | +7.8% | +15.3% |
| 7D | +47.2% | +8.0% | +39.2% | +49.1% |
| 30D | +57.1% | +13.5% | +43.6% | +66.2% |
| 3M | -5.3% | +8.8% | -14.1% | -2.1% |
| All | -48.3% | +32.7% | -81.0% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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