+1,272.2%
MUU vs PSX
+109.0%
+1,163.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.8% | -6.0% | -5.8% |
| 7D | +24.7% | +7.8% | +16.9% | +18.5% |
| 30D | -35.1% | -10.9% | -24.3% | -29.1% |
| 3M | -44.3% | +14.5% | -58.7% | -49.7% |
| 6M | -44.4% | +56.1% | -100.5% | -61.8% |
| YTD | +244.9% | +109.6% | +135.3% | +51.3% |
| 1Y | +365.6% | +95.5% | +270.1% | +125.7% |
| All | +1,272.2% | +109.0% | +1,163.2% | +464.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling