+504.3%
MUU vs PM
+48.8%
+455.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.6% | -15.6% | -11.6% |
| 7D | -35.9% | +4.3% | -40.1% | -31.1% |
| 30D | -47.1% | +11.5% | -58.6% | -36.1% |
| 3M | -29.8% | +13.0% | -42.9% | -11.9% |
| 6M | +16.0% | +25.9% | -9.9% | +60.8% |
| YTD | +286.1% | +34.0% | +252.1% | +528.0% |
| 1Y | +504.3% | +46.9% | +457.4% | +985.3% |
| All | +504.3% | +48.8% | +455.5% | +985.3% |
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