+1,348.1%
MUU vs PRU
+10.0%
+1,338.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.8% |
| 7D | +43.7% | 0.0% | +43.7% | +43.5% |
| 30D | -37.2% | +7.9% | -45.2% | -42.4% |
| 3M | -36.1% | +0.9% | -37.0% | -37.4% |
| 6M | -35.7% | +22.4% | -58.1% | -53.7% |
| YTD | +264.0% | +12.7% | +251.3% | +193.3% |
| 1Y | +359.1% | +19.6% | +339.5% | +232.7% |
| All | +1,348.1% | +10.0% | +1,338.1% | +965.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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