+285.4%
MWA price history and return analytics
+360.7%
-75.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.7% | -2.1% |
| 7D | +1.1% | -0.7% | +1.8% | +1.6% |
| 30D | +11.2% | -1.7% | +12.9% | +13.1% |
| 3M | -7.3% | -2.3% | -5.0% | -5.1% |
| 6M | -5.7% | +1.5% | -7.2% | -8.9% |
| YTD | +2.8% | +12.0% | -9.2% | -13.7% |
| 1Y | +4.9% | +12.9% | -8.0% | -12.9% |
| 3Y | +95.1% | +74.9% | +20.2% | -11.9% |
| 5Y | +74.5% | +59.9% | +14.6% | -12.2% |
| 10Y | +119.0% | +224.6% | -105.7% | -61.1% |
| All | +285.4% | +360.7% | -75.2% | -53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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