+2,163.5%
MUU vs PH
+24.6%
+2,138.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.6% | -7.7% | -6.9% |
| 7D | +3.6% | -3.1% | +6.7% | +8.8% |
| 30D | +22.3% | -11.8% | +34.1% | +47.6% |
| 3M | -8.2% | +6.9% | -15.1% | -13.2% |
| 6M | +256.3% | -1.3% | +257.6% | +271.1% |
| YTD | +534.4% | +7.0% | +527.5% | +496.9% |
| 1Y | +2,163.5% | +23.1% | +2,140.4% | +1,830.3% |
| All | +2,163.5% | +24.6% | +2,138.9% | +1,830.3% |
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