+2,538.2%
MUU vs PBF
+154.5%
+2,383.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.3% | -6.3% | -4.2% |
| 7D | +13.9% | +2.4% | +11.5% | +12.8% |
| 30D | +24.8% | +24.9% | -0.1% | +13.8% |
| 3M | -15.7% | +81.9% | -97.6% | -33.1% |
| 6M | +338.9% | +79.4% | +259.5% | +229.9% |
| YTD | +563.2% | +188.3% | +374.8% | +260.6% |
| 1Y | +2,577.5% | +177.3% | +2,400.2% | +1,355.9% |
| All | +2,538.2% | +154.5% | +2,383.8% | +1,115.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling