+2,577.5%
MUU vs PPL
+0.8%
+2,576.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.1% |
| 7D | +13.9% | +1.8% | +12.2% | +14.9% |
| 30D | +24.8% | -1.1% | +25.9% | +24.5% |
| 3M | -15.7% | 0.0% | -15.8% | -14.3% |
| 6M | +338.9% | -7.6% | +346.5% | +356.1% |
| YTD | +563.2% | +1.7% | +561.4% | +551.8% |
| 1Y | +2,577.5% | +1.5% | +2,576.0% | +2,609.9% |
| All | +2,577.5% | +0.8% | +2,576.7% | +2,609.9% |
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