+2,396.1%
MUU vs PNR
-40.0%
+2,436.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.8% |
| 7D | -8.2% | -6.0% | -2.2% | -0.6% |
| 30D | +10.2% | -14.0% | +24.1% | +32.5% |
| 3M | -26.5% | -21.7% | -4.8% | -2.8% |
| 6M | +227.2% | -37.3% | +264.5% | +512.1% |
| YTD | +527.4% | -45.1% | +572.5% | +1,371.5% |
| 1Y | +1,843.7% | -49.1% | +1,892.8% | +5,316.3% |
| All | +2,396.1% | -40.0% | +2,436.0% | +3,882.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling