+504.3%
MUU vs PNC
+32.8%
+471.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.8% | -15.8% | -13.8% |
| 7D | -35.9% | +2.3% | -38.1% | -35.7% |
| 30D | -47.1% | +7.0% | -54.1% | -47.0% |
| 3M | -29.8% | -7.3% | -22.6% | -28.6% |
| 6M | +16.0% | +8.9% | +7.1% | +12.4% |
| YTD | +286.1% | +15.5% | +270.6% | +215.2% |
| 1Y | +504.3% | +31.8% | +472.5% | +340.5% |
| All | +504.3% | +32.8% | +471.6% | +340.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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