+1,843.7%
MUU vs PSA
+6.8%
+1,836.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -0.7% |
| 7D | -8.2% | -1.8% | -6.4% | -9.2% |
| 30D | +10.2% | -8.4% | +18.5% | +4.5% |
| 3M | -26.5% | -7.8% | -18.7% | -29.4% |
| 6M | +227.2% | +0.8% | +226.4% | +197.2% |
| YTD | +527.4% | +16.5% | +510.9% | +488.8% |
| 1Y | +1,843.7% | +4.7% | +1,839.0% | +1,694.8% |
| All | +1,843.7% | +6.8% | +1,836.9% | +1,694.8% |
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