+2,683.6%
MUU vs PPL
+14.3%
+2,669.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.5% | +7.0% | +5.1% |
| 7D | +15.0% | 0.0% | +15.0% | +15.1% |
| 30D | +36.8% | -1.3% | +38.1% | +36.6% |
| 3M | -8.5% | -2.6% | -5.9% | -8.4% |
| 6M | +320.7% | -8.4% | +329.1% | +324.2% |
| YTD | +599.7% | +0.2% | +599.5% | +595.9% |
| 1Y | +2,569.2% | -0.2% | +2,569.4% | +2,551.6% |
| All | +2,683.6% | +14.3% | +2,669.3% | +3,127.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling