+2,396.1%
MUU vs PSX
+104.8%
+2,291.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.4% |
| 7D | -8.2% | +1.7% | -10.0% | -9.3% |
| 30D | +10.2% | +15.6% | -5.5% | -1.1% |
| 3M | -26.5% | +46.5% | -73.0% | -45.6% |
| 6M | +227.2% | +55.0% | +172.2% | +117.0% |
| YTD | +527.4% | +105.3% | +422.1% | +179.4% |
| 1Y | +1,843.7% | +101.6% | +1,742.1% | +770.6% |
| All | +2,396.1% | +104.8% | +2,291.3% | +942.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 10y: compounded portfolio wealth divided by compounded PSX 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…
10y analysis · Full analysis span regression · 6 months rolling