+2,683.6%
MUU vs PAAS
+153.9%
+2,529.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.7% | +1.8% | +2.5% |
| 7D | +15.0% | +2.6% | +12.4% | +12.4% |
| 30D | +36.8% | +2.5% | +34.3% | +31.5% |
| 3M | -8.5% | +15.1% | -23.6% | -18.1% |
| 6M | +320.7% | -12.1% | +332.8% | +364.8% |
| YTD | +599.7% | +3.1% | +596.6% | +560.2% |
| 1Y | +2,569.2% | +50.8% | +2,518.3% | +1,732.1% |
| All | +2,683.6% | +153.9% | +2,529.7% | +1,120.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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