+2,683.6%
MUU vs PSA
-8.9%
+2,692.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.3% | +7.8% | +6.1% |
| 7D | +15.0% | -2.2% | +17.3% | +15.6% |
| 30D | +36.8% | -9.6% | +46.4% | +40.5% |
| 3M | -8.5% | -7.9% | -0.6% | -8.8% |
| 6M | +320.7% | -2.0% | +322.7% | +294.0% |
| YTD | +599.7% | +15.7% | +583.9% | +463.8% |
| 1Y | +2,569.2% | +5.8% | +2,563.4% | +2,220.1% |
| All | +2,683.6% | -8.9% | +2,692.5% | +2,302.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling