+504.3%
MUU vs PR
+87.5%
+416.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -6.5% | -7.5% | -16.0% |
| 7D | -35.9% | -12.1% | -23.7% | -38.9% |
| 30D | -47.1% | +0.9% | -48.0% | -45.8% |
| 3M | -29.8% | +10.1% | -40.0% | -24.6% |
| 6M | +16.0% | +1.1% | +14.9% | +22.4% |
| YTD | +286.1% | +63.7% | +222.4% | +382.7% |
| 1Y | +504.3% | +87.0% | +417.3% | +727.8% |
| All | +504.3% | +87.5% | +416.8% | +727.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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