+186.4%
PAAS vs MUB
+21.2%
+165.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.1% | +2.8% | +2.7% |
| 7D | +8.8% | +1.0% | +7.8% | +6.4% |
| 30D | -8.5% | +3.9% | -12.3% | -16.2% |
| 3M | -17.0% | -0.4% | -16.7% | -16.3% |
| 6M | -27.9% | -0.6% | -27.3% | -26.8% |
| YTD | -17.5% | +0.4% | -17.9% | -17.8% |
| 1Y | +22.8% | +0.8% | +22.0% | +21.1% |
| 3Y | +224.2% | +11.3% | +212.9% | +153.4% |
| 5Y | +73.6% | +3.4% | +70.2% | +61.9% |
| 10Y | +186.4% | +21.9% | +164.4% | +65.9% |
| All | +186.4% | +21.2% | +165.2% | +65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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