+256.3%
MUU vs PSLV
-28.4%
+284.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -5.3% | -4.0% | -1.6% |
| 7D | +3.6% | -4.9% | +8.4% | +11.6% |
| 30D | +22.3% | -1.9% | +24.2% | +25.5% |
| 3M | -8.2% | +4.2% | -12.4% | -11.7% |
| 6M | +256.3% | -27.6% | +283.9% | +422.9% |
| All | +256.3% | -28.4% | +284.7% | +422.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling