+2,037.1%
WDC vs MUB
+77.6%
+1,959.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.1% |
| 7D | -16.7% | +0.6% | -17.4% | -17.3% |
| 30D | -27.2% | +3.4% | -30.6% | -29.4% |
| 3M | -34.0% | -0.7% | -33.3% | -33.7% |
| 6M | -39.7% | -1.0% | -38.7% | -39.2% |
| YTD | +68.1% | 0.0% | +68.1% | +68.3% |
| 1Y | +66.3% | +0.4% | +65.9% | +66.0% |
| 3Y | +754.4% | +10.5% | +743.9% | +689.3% |
| 5Y | +595.8% | +3.1% | +592.7% | +576.4% |
| 10Y | +660.4% | +22.0% | +638.4% | +588.9% |
| All | +2,037.1% | +77.6% | +1,959.5% | +1,468.4% |
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