+189.4%
WEC vs MUB
+21.7%
+167.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.4% |
| 7D | +1.4% | +0.6% | +0.8% | +0.7% |
| 30D | +12.8% | +3.4% | +9.4% | +8.5% |
| 3M | +11.2% | -0.7% | +11.9% | +12.2% |
| 6M | +6.6% | -1.0% | +7.6% | +7.9% |
| YTD | +13.8% | 0.0% | +13.8% | +13.9% |
| 1Y | +7.6% | +0.4% | +7.3% | +7.2% |
| 3Y | +62.2% | +10.5% | +51.7% | +44.3% |
| 5Y | +52.0% | +3.1% | +48.9% | +46.2% |
| 10Y | +189.4% | +22.0% | +167.3% | +119.6% |
| All | +189.4% | +21.7% | +167.7% | +119.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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