-48.3%
MUZ vs WTW
+32.5%
-80.8%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | +3.0% | +11.3% | +7.6% |
| 7D | +47.2% | +4.9% | +42.3% | +33.3% |
| 30D | +57.1% | +17.1% | +40.0% | +12.4% |
| 3M | -5.3% | -0.3% | -4.9% | -0.5% |
| All | -48.3% | +32.5% | -80.8% | -86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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