-45.5%
MUZ vs WY
-12.2%
-33.3%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | +0.7% | -13.5% | -13.7% |
| 7D | +14.0% | -0.8% | +14.7% | +15.4% |
| 30D | +57.6% | +10.6% | +47.0% | +42.5% |
| 3M | -3.1% | -16.6% | +13.6% | +15.4% |
| All | -45.5% | -12.2% | -33.3% | -41.9% |
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