-48.3%
MUZ vs WU
-4.4%
-43.9%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | +5.4% | +8.8% | +12.9% |
| 7D | +47.2% | +8.2% | +39.0% | +44.9% |
| 30D | +57.1% | +8.0% | +49.0% | +55.1% |
| 3M | -5.3% | -6.6% | +1.4% | -5.4% |
| All | -48.3% | -4.4% | -43.9% | -52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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