+365.6%
MUU vs PH
+13.5%
+352.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | 0.0% | -5.2% | -5.2% |
| 7D | +24.7% | +4.3% | +20.3% | +16.4% |
| 30D | -35.1% | +0.1% | -35.3% | -33.4% |
| 3M | -44.3% | -9.4% | -34.9% | -32.7% |
| 6M | -44.4% | +8.8% | -53.2% | -48.5% |
| YTD | +244.9% | +9.6% | +235.3% | +177.0% |
| 1Y | +365.6% | +14.4% | +351.2% | +248.0% |
| All | +365.6% | +13.5% | +352.2% | +248.0% |
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