+2,683.6%
MUU vs PBR
+70.6%
+2,612.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.5% | +5.0% | +5.3% |
| 7D | +15.0% | +0.3% | +14.7% | +14.7% |
| 30D | +36.8% | +17.5% | +19.3% | +25.5% |
| 3M | -8.5% | +20.9% | -29.4% | -18.0% |
| 6M | +320.7% | +20.2% | +300.5% | +242.5% |
| YTD | +599.7% | +84.3% | +515.4% | +263.5% |
| 1Y | +2,569.2% | +77.1% | +2,492.1% | +1,305.0% |
| All | +2,683.6% | +70.6% | +2,612.9% | +1,780.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling