+1,106.1%
MUU vs PH
+55.9%
+1,050.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -4.4% |
| 7D | -32.5% | +2.1% | -34.6% | -33.3% |
| 30D | -55.2% | +0.3% | -55.5% | -54.3% |
| 3M | -40.7% | -8.8% | -31.9% | -28.0% |
| 6M | -43.9% | +10.0% | -54.0% | -52.1% |
| YTD | +203.2% | +10.5% | +192.7% | +153.5% |
| 1Y | +257.0% | +15.5% | +241.5% | +173.2% |
| All | +1,106.1% | +55.9% | +1,050.2% | +427.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling