+828.2%
WDC vs MUU
+2,491.4%
-1,663.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.9% | -2.6% |
| 7D | -4.3% | -8.2% | +3.9% | -1.7% |
| 30D | -1.5% | +10.2% | -11.7% | -5.0% |
| 3M | -15.5% | -26.5% | +11.0% | -13.4% |
| 6M | +66.5% | +227.2% | -160.8% | -3.8% |
| YTD | +159.9% | +527.4% | -367.6% | +20.9% |
| 1Y | +366.0% | +1,843.7% | -1,477.7% | +51.5% |
| All | +828.2% | +2,491.4% | -1,663.2% | +137.9% |
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