+2,683.6%
MUU vs PM
+64.0%
+2,619.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.5% | +5.0% | +5.9% |
| 7D | +15.0% | -1.2% | +16.2% | +14.3% |
| 30D | +36.8% | -0.2% | +37.0% | +37.5% |
| 3M | -8.5% | +4.9% | -13.4% | -3.2% |
| 6M | +320.7% | +9.0% | +311.7% | +343.1% |
| YTD | +599.7% | +17.8% | +581.9% | +659.4% |
| 1Y | +2,569.2% | +16.8% | +2,552.4% | +2,834.9% |
| All | +2,683.6% | +64.0% | +2,619.6% | +3,224.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling