+504.3%
MUU vs PNR
-31.2%
+535.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.3% | -17.3% | -15.2% |
| 7D | -35.9% | +11.9% | -47.8% | -39.3% |
| 30D | -47.1% | +37.1% | -84.3% | -55.1% |
| 3M | -29.8% | +5.7% | -35.5% | -30.1% |
| 6M | +16.0% | -5.7% | +21.7% | +28.8% |
| YTD | +286.1% | -29.8% | +315.9% | +513.1% |
| 1Y | +504.3% | -31.8% | +536.1% | +906.0% |
| All | +504.3% | -31.2% | +535.5% | +906.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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