+1,138.0%
MUU vs PCAR
+9.3%
+1,128.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +3.7% | +8.8% | +6.9% |
| 7D | -27.2% | +2.9% | -30.1% | -30.4% |
| 30D | -54.0% | -2.1% | -51.9% | -53.1% |
| 3M | -41.4% | -20.4% | -21.1% | -17.4% |
| 6M | -42.5% | -7.0% | -35.5% | -36.2% |
| YTD | +211.2% | -2.6% | +213.8% | +219.1% |
| 1Y | +313.4% | +9.8% | +303.6% | +246.4% |
| All | +1,138.0% | +9.3% | +1,128.7% | +941.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling