+35.2%
WMT vs MUU
+2,520.2%
-2,485.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.3% | +9.2% | -0.1% |
| 7D | -2.5% | +3.6% | -6.0% | -2.5% |
| 30D | -6.4% | +22.3% | -28.7% | -6.3% |
| 3M | -12.1% | -8.2% | -3.9% | -12.1% |
| 6M | -15.0% | +256.3% | -271.3% | -17.7% |
| YTD | -4.5% | +534.4% | -538.9% | -9.1% |
| 1Y | +6.2% | +2,163.5% | -2,157.3% | -4.7% |
| All | +35.2% | +2,520.2% | -2,485.0% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 3y: compounded portfolio wealth divided by compounded MUU 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…
3y analysis · Full analysis span regression · 6 months rolling