+504.3%
MUU vs PSA
+28.0%
+476.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.8% | -16.8% | -10.9% |
| 7D | -35.9% | +10.5% | -46.4% | -28.0% |
| 30D | -47.1% | +21.7% | -68.8% | -35.2% |
| 3M | -29.8% | +6.1% | -35.9% | -22.7% |
| 6M | +16.0% | +18.3% | -2.3% | +30.9% |
| YTD | +286.1% | +36.1% | +250.0% | +358.9% |
| 1Y | +504.3% | +29.3% | +475.0% | +580.7% |
| All | +504.3% | +28.0% | +476.3% | +580.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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