+37.1%
WMT vs MUU
+2,491.4%
-2,454.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.3% |
| 7D | 0.0% | -8.2% | +8.2% | 0.0% |
| 30D | -7.4% | +10.2% | -17.6% | -7.4% |
| 3M | -10.9% | -26.5% | +15.6% | -10.7% |
| 6M | -12.7% | +227.2% | -239.9% | -15.4% |
| YTD | -3.2% | +527.4% | -530.6% | -7.9% |
| 1Y | +5.3% | +1,843.7% | -1,838.4% | -4.8% |
| All | +37.1% | +2,491.4% | -2,454.3% | +13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling