+513.7%
WDC vs MUU
+1,324.6%
-810.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -5.2% | +0.2% | -3.2% |
| 7D | +12.1% | +24.7% | -12.6% | +3.6% |
| 30D | -18.8% | -35.1% | +16.3% | -8.6% |
| 3M | -39.3% | -44.3% | +5.0% | -29.3% |
| 6M | -40.1% | -44.4% | +4.3% | -37.5% |
| YTD | +71.8% | +244.9% | -173.1% | -6.0% |
| 1Y | +88.5% | +365.6% | -277.1% | -7.7% |
| All | +513.7% | +1,324.6% | -810.9% | +85.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling