-45.5%
MUZ vs WSM
+28.6%
-74.1%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | +3.0% | -15.8% | -11.2% |
| 7D | +14.0% | +0.9% | +13.1% | +13.1% |
| 30D | +57.6% | +8.6% | +49.0% | +63.8% |
| 3M | -3.1% | +4.2% | -7.3% | -1.8% |
| All | -45.5% | +28.6% | -74.1% | -25.7% |
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