+2,538.2%
MUU vs PM
+63.1%
+2,475.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.2% | -4.2% | -2.1% |
| 7D | +13.9% | -1.3% | +15.2% | +13.1% |
| 30D | +24.8% | -2.6% | +27.3% | +23.3% |
| 3M | -15.7% | +5.8% | -21.5% | -10.8% |
| 6M | +338.9% | +10.6% | +328.3% | +361.4% |
| YTD | +563.2% | +17.2% | +546.0% | +617.2% |
| 1Y | +2,577.5% | +17.6% | +2,559.9% | +2,832.4% |
| All | +2,538.2% | +63.1% | +2,475.1% | +3,039.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling