+20.8%
MUB vs PRU
+115.4%
-94.6%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | +0.2% |
| 7D | +0.7% | +2.4% | -1.7% | +0.6% |
| 30D | +4.4% | +6.1% | -1.8% | +4.2% |
| 3M | -0.2% | -0.7% | +0.6% | -0.2% |
| 6M | -0.6% | +22.1% | -22.7% | -1.1% |
| YTD | +0.3% | +9.8% | -9.4% | +0.1% |
| 1Y | +0.8% | +19.4% | -18.6% | +0.3% |
| 3Y | +12.0% | +50.4% | -38.4% | +10.6% |
| 5Y | +3.4% | +37.2% | -33.7% | +2.3% |
| All | +20.8% | +115.4% | -94.6% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 10y: compounded portfolio wealth divided by compounded PRU 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…
10y analysis · Full analysis span regression · 6 months rolling