+2,620.0%
MUU vs PRU
+9.7%
+2,610.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.0% | +12.6% | +12.7% |
| 7D | +17.4% | +1.9% | +15.5% | +14.6% |
| 30D | +24.0% | +2.7% | +21.2% | +19.4% |
| 3M | -23.9% | +19.5% | -43.4% | -42.4% |
| 6M | +284.4% | +26.6% | +257.8% | +161.4% |
| YTD | +583.7% | +12.3% | +571.4% | +455.6% |
| 1Y | +2,981.5% | +18.0% | +2,963.4% | +2,159.0% |
| All | +2,620.0% | +9.7% | +2,610.4% | +1,917.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling