+1,014.6%
WMT vs MUB
+76.3%
+938.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +3.9% | -0.9% | +4.8% | +4.2% |
| 30D | -4.4% | -1.4% | -3.0% | -4.0% |
| 3M | -8.8% | -2.2% | -6.6% | -8.2% |
| 6M | -15.6% | -1.9% | -13.8% | -15.2% |
| YTD | -3.2% | -0.8% | -2.4% | -3.0% |
| 1Y | +7.0% | +2.7% | +4.3% | +6.2% |
| 3Y | +105.3% | +8.6% | +96.7% | +100.5% |
| 5Y | +129.3% | +2.0% | +127.2% | +127.1% |
| 10Y | +423.9% | +17.9% | +406.0% | +406.3% |
| All | +1,014.6% | +76.3% | +938.3% | +860.5% |
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