+504.3%
MUU vs PH
+20.3%
+484.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -3.7% | -10.3% | -8.5% |
| 7D | -35.9% | -0.2% | -35.7% | -35.6% |
| 30D | -47.1% | -6.7% | -40.4% | -41.2% |
| 3M | -29.8% | -8.1% | -21.7% | -21.7% |
| 6M | +16.0% | +5.3% | +10.7% | +13.9% |
| YTD | +286.1% | +4.2% | +281.9% | +288.2% |
| 1Y | +504.3% | +19.3% | +485.0% | +505.5% |
| All | +504.3% | +20.3% | +484.0% | +505.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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