+2,981.5%
MUU vs PSLV
+57.1%
+2,924.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.2% | +12.8% | +12.4% |
| 7D | +17.4% | -0.6% | +18.0% | +17.9% |
| 30D | +24.0% | +7.3% | +16.7% | +17.6% |
| 3M | -23.9% | -7.4% | -16.5% | -18.7% |
| 6M | +284.4% | -20.3% | +304.7% | +341.2% |
| YTD | +583.7% | -8.2% | +592.0% | +559.5% |
| 1Y | +2,981.5% | +57.9% | +2,923.5% | +1,877.0% |
| All | +2,981.5% | +57.1% | +2,924.3% | +1,877.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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