+328.7%
WM vs MUB
+21.2%
+307.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | +0.1% | +0.1% |
| 7D | -0.5% | +1.0% | -1.5% | -1.3% |
| 30D | +13.3% | +3.9% | +9.4% | +9.9% |
| 3M | +4.4% | -0.4% | +4.7% | +4.7% |
| 6M | +10.8% | -0.6% | +11.4% | +11.3% |
| YTD | +9.1% | +0.4% | +8.7% | +8.6% |
| 1Y | +19.1% | +0.8% | +18.3% | +18.2% |
| 3Y | +45.7% | +11.3% | +34.3% | +32.1% |
| 5Y | +60.4% | +3.4% | +57.0% | +56.4% |
| 10Y | +328.7% | +21.9% | +306.8% | +316.2% |
| All | +328.7% | +21.2% | +307.5% | +316.2% |
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