+2,981.5%
MUU vs PPL
-0.5%
+2,982.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | 0.0% | +11.6% | +11.6% |
| 7D | +17.4% | +2.7% | +14.7% | +19.1% |
| 30D | +24.0% | +0.5% | +23.5% | +24.8% |
| 3M | -23.9% | +0.7% | -24.6% | -22.2% |
| 6M | +284.4% | -7.6% | +292.0% | +299.3% |
| YTD | +583.7% | +1.8% | +581.9% | +578.8% |
| 1Y | +2,981.5% | -0.8% | +2,982.2% | +3,022.4% |
| All | +2,981.5% | -0.5% | +2,982.0% | +3,022.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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