+973.8%
WM vs MUB
+77.6%
+896.2%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.7% | +0.9% |
| 7D | +4.5% | +0.9% | +3.6% | +4.0% |
| 30D | +16.1% | +3.8% | +12.3% | +13.8% |
| 3M | +8.0% | -0.7% | +8.7% | +8.4% |
| 6M | +8.4% | -0.8% | +9.2% | +8.8% |
| YTD | +11.2% | 0.0% | +11.2% | +11.2% |
| 1Y | +22.3% | +0.6% | +21.7% | +21.9% |
| 3Y | +50.2% | +11.4% | +38.9% | +41.3% |
| 5Y | +63.3% | +3.1% | +60.2% | +60.3% |
| 10Y | +355.0% | +20.2% | +334.8% | +321.8% |
| All | +973.8% | +77.6% | +896.2% | +689.3% |
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