+2,981.5%
MUU vs PM
+16.6%
+2,964.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.0% | +13.6% | +8.9% |
| 7D | +17.4% | -4.9% | +22.3% | +10.1% |
| 30D | +24.0% | -3.4% | +27.3% | +19.4% |
| 3M | -23.9% | +5.2% | -29.1% | -15.1% |
| 6M | +284.4% | +3.7% | +280.7% | +307.3% |
| YTD | +583.7% | +15.8% | +567.9% | +747.0% |
| 1Y | +2,981.5% | +17.4% | +2,964.1% | +4,016.1% |
| All | +2,981.5% | +16.6% | +2,964.8% | +4,016.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 PM 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