+870.0%
WDC vs MUU
+2,723.9%
-1,853.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +11.6% | -5.7% | +2.1% |
| 7D | +1.7% | +17.4% | -15.6% | -3.6% |
| 30D | -10.0% | +24.0% | -33.9% | -16.3% |
| 3M | -18.8% | -23.9% | +5.1% | -19.0% |
| 6M | +79.0% | +284.4% | -205.4% | -1.9% |
| YTD | +171.6% | +583.7% | -412.2% | +23.0% |
| 1Y | +417.4% | +2,981.5% | -2,564.1% | +47.1% |
| All | +870.0% | +2,723.9% | -1,853.9% | +142.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling