+2,981.5%
MUU vs PNR
-43.1%
+3,024.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.3% | +11.3% | +11.4% |
| 7D | +17.4% | -2.4% | +19.7% | +19.3% |
| 30D | +24.0% | -12.8% | +36.7% | +36.4% |
| 3M | -23.9% | -17.0% | -6.9% | -11.0% |
| 6M | +284.4% | -37.4% | +321.8% | +538.1% |
| YTD | +583.7% | -41.6% | +625.3% | +1,140.6% |
| 1Y | +2,981.5% | -44.6% | +3,026.1% | +6,460.5% |
| All | +2,981.5% | -43.1% | +3,024.5% | +6,460.5% |
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