+504.3%
MUU vs PCAR
+12.4%
+491.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +4.0% | -18.0% | -18.9% |
| 7D | -35.9% | +3.7% | -39.5% | -39.3% |
| 30D | -47.1% | -2.9% | -44.2% | -46.2% |
| 3M | -29.8% | -21.7% | -8.1% | -0.5% |
| 6M | +16.0% | -6.6% | +22.7% | +27.7% |
| YTD | +286.1% | -2.2% | +288.3% | +295.5% |
| 1Y | +504.3% | +12.2% | +492.1% | +481.8% |
| All | +504.3% | +12.4% | +491.9% | +481.8% |
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