+2,396.1%
MUU vs PHM
-13.0%
+2,409.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -2.0% |
| 7D | -8.2% | -5.0% | -3.3% | -5.4% |
| 30D | +10.2% | -8.4% | +18.6% | +15.9% |
| 3M | -26.5% | -4.4% | -22.1% | -26.4% |
| 6M | +227.2% | -3.7% | +231.0% | +225.6% |
| YTD | +527.4% | +1.3% | +526.1% | +493.8% |
| 1Y | +1,843.7% | -14.0% | +1,857.7% | +1,965.2% |
| All | +2,396.1% | -13.0% | +2,409.1% | +2,105.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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