-57.4%
MUZ vs WY
-14.2%
-43.2%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.9% | +0.1% | -24.0% | -24.0% |
| 7D | -17.7% | -5.1% | -12.6% | -12.0% |
| 30D | +14.5% | +9.0% | +5.4% | +5.8% |
| 3M | -25.7% | -16.7% | -9.0% | -11.6% |
| All | -57.4% | -14.2% | -43.2% | -53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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