+31.7%
WEC vs MUB
+2.2%
+29.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +0.8% | -0.3% | +1.1% | +1.2% |
| 30D | +0.3% | -1.5% | +1.9% | +2.2% |
| 3M | -2.9% | -1.9% | -1.0% | -0.7% |
| 6M | -5.9% | -1.7% | -4.2% | -4.0% |
| YTD | +4.1% | -0.8% | +4.9% | +5.1% |
| 1Y | +3.1% | +1.5% | +1.6% | +1.3% |
| 3Y | +40.8% | +8.8% | +32.0% | +27.2% |
| 5Y | +31.7% | +2.0% | +29.7% | +16.4% |
| All | +31.7% | +2.2% | +29.5% | +16.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling