+3,353.3%
WDC vs MUB
+76.3%
+3,277.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.8% | +5.8% |
| 7D | +1.7% | -0.9% | +2.6% | +2.5% |
| 30D | -10.0% | -1.4% | -8.5% | -8.9% |
| 3M | -18.8% | -2.2% | -16.6% | -17.2% |
| 6M | +79.0% | -1.9% | +80.9% | +82.3% |
| YTD | +171.6% | -0.8% | +172.3% | +174.0% |
| 1Y | +417.4% | +2.7% | +414.6% | +407.8% |
| 3Y | +1,251.8% | +8.6% | +1,243.2% | +1,168.3% |
| 5Y | +911.7% | +2.0% | +909.7% | +892.8% |
| 10Y | +1,399.6% | +17.9% | +1,381.7% | +1,277.3% |
| All | +3,353.3% | +76.3% | +3,277.1% | +2,453.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling