+366.0%
WDC vs MUU
+1,914.7%
-1,548.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.9% | -2.6% |
| 7D | -4.3% | -8.2% | +3.9% | -1.5% |
| 30D | -1.5% | +10.2% | -11.7% | -5.4% |
| 3M | -15.5% | -26.5% | +11.0% | -13.5% |
| 6M | +66.5% | +227.2% | -160.8% | -12.5% |
| YTD | +159.9% | +527.4% | -367.6% | +4.2% |
| 1Y | +366.0% | +1,843.7% | -1,477.7% | +19.7% |
| All | +366.0% | +1,914.7% | -1,548.8% | +19.7% |
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