+2,423.9%
MUU vs PSA
-8.9%
+2,432.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | 0.0% | -9.3% | -9.3% |
| 7D | +3.6% | -3.6% | +7.2% | +4.5% |
| 30D | +22.3% | -9.4% | +31.7% | +25.6% |
| 3M | -8.2% | -8.2% | 0.0% | -8.2% |
| 6M | +256.3% | -1.8% | +258.2% | +233.3% |
| YTD | +534.4% | +15.7% | +518.7% | +411.2% |
| 1Y | +2,163.5% | +6.3% | +2,157.2% | +1,857.5% |
| All | +2,423.9% | -8.9% | +2,432.8% | +2,078.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling