+1,272.2%
MUU vs PRU
+11.0%
+1,261.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.9% | -6.2% | -6.1% |
| 7D | +24.7% | +3.6% | +21.1% | +20.5% |
| 30D | -35.1% | +8.9% | -44.0% | -41.0% |
| 3M | -44.3% | +0.2% | -44.4% | -44.9% |
| 6M | -44.4% | +23.7% | -68.2% | -60.5% |
| YTD | +244.9% | +13.7% | +231.2% | +175.3% |
| 1Y | +365.6% | +20.6% | +345.0% | +234.5% |
| All | +1,272.2% | +11.0% | +1,261.2% | +899.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling