+901.1%
WDC vs MUU
+2,789.9%
-1,888.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.5% | -4.5% | -0.7% |
| 7D | +7.5% | +15.0% | -7.6% | +2.6% |
| 30D | +10.1% | +36.8% | -26.7% | -1.0% |
| 3M | -6.8% | -8.5% | +1.7% | -11.2% |
| 6M | +84.1% | +320.7% | -236.6% | -1.9% |
| YTD | +180.3% | +599.7% | -419.4% | +25.9% |
| 1Y | +411.1% | +2,569.2% | -2,158.1% | +51.2% |
| All | +901.1% | +2,789.9% | -1,888.8% | +147.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling