+229.7%
WAT vs MUB
+22.3%
+207.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.0% |
| 7D | +2.0% | -0.8% | +2.8% | +2.9% |
| 30D | +7.7% | +2.4% | +5.3% | +5.1% |
| 3M | +11.1% | -1.1% | +12.2% | +12.4% |
| 6M | +31.2% | -1.0% | +32.2% | +32.7% |
| YTD | +21.7% | -0.3% | +22.0% | +22.2% |
| 1Y | +19.3% | 0.0% | +19.3% | +19.5% |
| 3Y | +80.6% | +10.2% | +70.4% | +65.3% |
| 5Y | +29.5% | +2.9% | +26.6% | +24.6% |
| All | +229.7% | +22.3% | +207.5% | +244.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling