+2,538.2%
MUU vs PAAS
+144.8%
+2,393.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.5% |
| 7D | +13.9% | +2.0% | +11.9% | +11.9% |
| 30D | +24.8% | -0.1% | +24.9% | +22.3% |
| 3M | -15.7% | +8.2% | -24.0% | -20.9% |
| 6M | +338.9% | -13.8% | +352.7% | +393.6% |
| YTD | +563.2% | -0.6% | +563.8% | +543.9% |
| 1Y | +2,577.5% | +44.0% | +2,533.5% | +1,804.9% |
| All | +2,538.2% | +144.8% | +2,393.4% | +1,090.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling