+2,683.6%
MUU vs PEP
-14.1%
+2,697.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.3% | +6.8% | +3.9% |
| 7D | +15.0% | -1.7% | +16.7% | +12.8% |
| 30D | +36.8% | +0.3% | +36.5% | +38.2% |
| 3M | -8.5% | -3.2% | -5.3% | -5.8% |
| 6M | +320.7% | -13.6% | +334.3% | +318.8% |
| YTD | +599.7% | -1.9% | +601.5% | +635.8% |
| 1Y | +2,569.2% | -0.6% | +2,569.8% | +2,714.9% |
| All | +2,683.6% | -14.1% | +2,697.7% | +2,810.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PEP.
Daily Out/Under-Performance
Portfolio return minus PEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEP 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 PEP 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