+2,538.2%
MUU vs PSA
-6.8%
+2,545.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.0% |
| 7D | +13.9% | -0.4% | +14.3% | +14.0% |
| 30D | +24.8% | -8.2% | +33.0% | +27.8% |
| 3M | -15.7% | -2.1% | -13.6% | -18.8% |
| 6M | +338.9% | -0.2% | +339.1% | +310.1% |
| YTD | +563.2% | +18.5% | +544.7% | +431.2% |
| 1Y | +2,577.5% | +6.6% | +2,570.9% | +2,252.3% |
| All | +2,538.2% | -6.8% | +2,545.0% | +2,163.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling