+2,423.9%
MUU vs PM
+67.5%
+2,356.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +2.2% | -11.5% | -7.7% |
| 7D | +3.6% | +1.9% | +1.6% | +5.3% |
| 30D | +22.3% | +1.9% | +20.4% | +25.0% |
| 3M | -8.2% | +4.6% | -12.8% | -2.0% |
| 6M | +256.3% | +11.7% | +244.7% | +281.9% |
| YTD | +534.4% | +20.4% | +514.1% | +600.6% |
| 1Y | +2,163.5% | +19.0% | +2,144.5% | +2,432.6% |
| All | +2,423.9% | +67.5% | +2,356.3% | +2,966.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling