+141.0%
WBD vs MUB
+8.2%
+132.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | +0.3% |
| 7D | -1.7% | -0.7% | -1.0% | -0.2% |
| 30D | +3.9% | -2.0% | +5.8% | +8.2% |
| 3M | +5.1% | -2.5% | +7.6% | +10.9% |
| 6M | +0.6% | -2.3% | +2.9% | +5.7% |
| YTD | -3.2% | -1.3% | -1.9% | -0.7% |
| 1Y | +127.7% | +1.1% | +126.5% | +121.2% |
| All | +141.0% | +8.2% | +132.8% | +81.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling