+113.2%
WDC vs MUU
+478.9%
-365.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -14.0% | +7.2% | -1.8% |
| 7D | -18.3% | -35.9% | +17.5% | -4.8% |
| 30D | -26.7% | -47.1% | +20.5% | -9.3% |
| 3M | -40.9% | -29.8% | -11.1% | -34.7% |
| 6M | -26.8% | +16.0% | -42.8% | -41.9% |
| YTD | +88.2% | +286.1% | -197.9% | -13.3% |
| 1Y | +113.2% | +504.3% | -391.1% | -19.3% |
| All | +113.2% | +478.9% | -365.7% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 1y: compounded portfolio wealth divided by compounded MUU 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…
1y analysis · Full analysis span regression · 6 months rolling