+12.0%
WBD vs MUB
+16.7%
-4.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.8% | +1.8% |
| 7D | -0.6% | -1.2% | +0.6% | +0.7% |
| 30D | +4.2% | -2.8% | +6.9% | +7.3% |
| 3M | +7.5% | -3.1% | +10.6% | +11.0% |
| 6M | +1.6% | -2.9% | +4.4% | +4.7% |
| YTD | -2.2% | -2.0% | -0.1% | -0.1% |
| 1Y | +124.9% | 0.0% | +124.9% | +125.0% |
| 3Y | +149.1% | +7.4% | +141.7% | +132.8% |
| 5Y | +7.8% | +0.8% | +7.1% | +3.9% |
| All | +12.0% | +16.7% | -4.7% | +22.1% |
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