+63.2%
WEC vs MUB
+10.3%
+52.8%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +1.0% |
| 7D | -0.7% | -0.8% | +0.1% | +0.2% |
| 30D | +11.0% | +2.4% | +8.5% | +8.0% |
| 3M | +8.6% | -1.1% | +9.7% | +10.4% |
| 6M | +6.2% | -1.0% | +7.2% | +7.7% |
| YTD | +14.3% | -0.3% | +14.6% | +15.0% |
| 1Y | +8.4% | 0.0% | +8.4% | +8.7% |
| All | +63.2% | +10.3% | +52.8% | +40.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling