+876.8%
WEC vs MUB
+78.1%
+798.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.2% |
| 7D | -0.5% | +0.4% | -1.0% | -0.9% |
| 30D | +12.0% | +3.6% | +8.4% | +9.0% |
| 3M | +11.1% | -0.5% | +11.6% | +11.5% |
| 6M | +6.0% | -0.6% | +6.6% | +6.5% |
| YTD | +14.3% | +0.3% | +14.0% | +14.1% |
| 1Y | +8.0% | +0.4% | +7.6% | +7.7% |
| 3Y | +62.8% | +10.8% | +52.1% | +51.3% |
| 5Y | +55.3% | +3.4% | +51.9% | +51.0% |
| 10Y | +193.2% | +22.6% | +170.6% | +160.3% |
| All | +876.8% | +78.1% | +798.7% | +641.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling