+1,359.8%
WDC vs MUB
+8.8%
+1,351.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.2% |
| 7D | +6.0% | -0.3% | +6.3% | +6.5% |
| 30D | +9.9% | -1.5% | +11.5% | +12.4% |
| 3M | -9.4% | -1.9% | -7.5% | -6.6% |
| 6M | +94.7% | -1.7% | +96.4% | +100.1% |
| YTD | +177.4% | -0.8% | +178.1% | +182.5% |
| 1Y | +412.6% | +1.5% | +411.1% | +410.9% |
| 3Y | +1,359.8% | +8.8% | +1,351.0% | +1,350.6% |
| All | +1,359.8% | +8.8% | +1,351.0% | +1,350.6% |
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