+1,397.6%
MUU vs PL
+586.1%
+811.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +0.5% | +23.7% | +23.9% |
| 7D | -2.5% | +13.4% | -15.9% | -6.2% |
| 30D | -39.7% | -10.2% | -29.6% | -34.6% |
| 3M | -27.4% | -39.5% | +12.1% | -6.8% |
| 6M | -38.4% | -65.7% | +27.3% | +2.3% |
| YTD | +276.4% | -27.3% | +303.7% | +349.9% |
| 1Y | +390.7% | +15.0% | +375.7% | +374.5% |
| All | +1,397.6% | +586.1% | +811.5% | +398.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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