+1,272.2%
MUU vs PHM
-6.4%
+1,278.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.1% | -5.3% | -5.3% |
| 7D | +24.7% | -4.1% | +28.8% | +27.0% |
| 30D | -35.1% | +16.1% | -51.3% | -41.4% |
| 3M | -44.3% | -2.5% | -41.8% | -44.3% |
| 6M | -44.4% | +12.9% | -57.3% | -50.4% |
| YTD | +244.9% | +9.0% | +235.9% | +208.3% |
| 1Y | +365.6% | +8.2% | +357.4% | +316.4% |
| All | +1,272.2% | -6.4% | +1,278.6% | +1,045.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling