+305.6%
WM vs MUB
+17.9%
+287.7%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.3% | -1.3% |
| 7D | -0.3% | -0.9% | +0.6% | +0.4% |
| 30D | -2.4% | -1.4% | -1.0% | -1.2% |
| 3M | +0.4% | -2.2% | +2.6% | +2.2% |
| 6M | -9.5% | -1.9% | -7.6% | -8.1% |
| YTD | +0.5% | -0.8% | +1.3% | +1.1% |
| 1Y | -1.1% | +2.7% | -3.8% | -3.5% |
| 3Y | +46.0% | +8.6% | +37.4% | +35.4% |
| 5Y | +51.8% | +2.0% | +49.8% | +49.6% |
| All | +305.6% | +17.9% | +287.7% | +310.6% |
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