+1,843.7%
MUU vs PBF
+184.8%
+1,658.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -1.2% |
| 7D | -8.2% | +5.3% | -13.6% | -8.5% |
| 30D | +10.2% | +11.7% | -1.6% | +9.5% |
| 3M | -26.5% | +91.1% | -117.6% | -23.7% |
| 6M | +227.2% | +88.4% | +138.8% | +236.6% |
| YTD | +527.4% | +194.1% | +333.4% | +474.3% |
| 1Y | +1,843.7% | +180.4% | +1,663.3% | +1,906.8% |
| All | +1,843.7% | +184.8% | +1,658.9% | +1,906.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 1y: compounded portfolio wealth divided by compounded PBF 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…
1y analysis · Full analysis span regression · 6 months rolling