+417.4%
WDC vs MUU
+3,255.9%
-2,838.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +11.6% | -5.7% | +1.8% |
| 7D | +1.7% | +17.4% | -15.6% | -4.0% |
| 30D | -10.0% | +24.0% | -33.9% | -16.8% |
| 3M | -18.8% | -23.9% | +5.1% | -19.2% |
| 6M | +79.0% | +284.4% | -205.4% | -10.1% |
| YTD | +171.6% | +583.7% | -412.2% | +9.0% |
| 1Y | +417.4% | +2,981.5% | -2,564.1% | +30.2% |
| All | +417.4% | +3,255.9% | -2,838.5% | +30.2% |
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