+2,981.5%
MUU vs PCAR
+32.4%
+2,949.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.2% | +11.4% | +11.4% |
| 7D | +17.4% | -0.5% | +17.9% | +18.2% |
| 30D | +24.0% | -6.2% | +30.2% | +37.0% |
| 3M | -23.9% | +5.9% | -29.8% | -28.1% |
| 6M | +284.4% | +0.4% | +284.0% | +284.0% |
| YTD | +583.7% | +14.8% | +568.9% | +488.7% |
| 1Y | +2,981.5% | +30.1% | +2,951.4% | +2,375.9% |
| All | +2,981.5% | +32.4% | +2,949.1% | +2,375.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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