+1,309.1%
WDC vs MUB
+17.4%
+1,291.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.6% | +1.9% |
| 7D | +7.5% | -0.7% | +8.2% | +8.7% |
| 30D | +10.1% | -2.0% | +12.0% | +13.6% |
| 3M | -6.8% | -2.5% | -4.3% | -2.8% |
| 6M | +84.1% | -2.3% | +86.5% | +91.9% |
| YTD | +180.3% | -1.3% | +181.6% | +187.4% |
| 1Y | +411.1% | +1.1% | +410.0% | +405.1% |
| 3Y | +1,375.0% | +8.2% | +1,366.8% | +1,202.1% |
| 5Y | +991.6% | +1.5% | +990.1% | +970.8% |
| 10Y | +1,309.1% | +17.6% | +1,291.5% | +1,203.1% |
| All | +1,309.1% | +17.4% | +1,291.7% | +1,203.1% |
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