+365.6%
MUU vs PR
+78.8%
+286.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.2% | -6.5% | -5.2% |
| 7D | +24.7% | +6.0% | +18.7% | +25.1% |
| 30D | -35.1% | -4.2% | -30.9% | -36.1% |
| 3M | -44.3% | +10.0% | -54.2% | -41.5% |
| 6M | -44.4% | +15.6% | -60.0% | -39.5% |
| YTD | +244.9% | +68.2% | +176.7% | +277.1% |
| 1Y | +365.6% | +79.2% | +286.4% | +345.2% |
| All | +365.6% | +78.8% | +286.8% | +345.2% |
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