+2,981.5%
MUU vs PBR
+70.4%
+2,911.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.9% | +13.5% | +11.3% |
| 7D | +17.4% | +8.6% | +8.8% | +18.7% |
| 30D | +24.0% | +12.8% | +11.2% | +26.3% |
| 3M | -23.9% | +14.7% | -38.6% | -22.2% |
| 6M | +284.4% | +25.2% | +259.2% | +254.2% |
| YTD | +583.7% | +77.1% | +506.6% | +486.0% |
| 1Y | +2,981.5% | +69.6% | +2,911.9% | +2,442.5% |
| All | +2,981.5% | +70.4% | +2,911.1% | +2,442.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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