+856.8%
WDC vs MUU
+2,520.2%
-1,663.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -9.3% | +4.9% | -1.4% |
| 7D | +4.4% | +3.6% | +0.9% | +3.0% |
| 30D | +5.3% | +22.3% | -17.0% | -1.9% |
| 3M | -5.9% | -8.2% | +2.3% | -10.4% |
| 6M | +73.2% | +256.3% | -183.1% | -2.7% |
| YTD | +167.8% | +534.4% | -366.6% | +24.1% |
| 1Y | +386.0% | +2,163.5% | -1,777.5% | +51.1% |
| All | +856.8% | +2,520.2% | -1,663.5% | +144.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling