+167.2%
PAAS vs MUB
+76.3%
+90.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -2.9% | -0.9% | -2.0% | -1.9% |
| 30D | +6.8% | -1.4% | +8.2% | +8.5% |
| 3M | -2.9% | -2.2% | -0.7% | -0.4% |
| 6M | -16.4% | -1.9% | -14.5% | -14.4% |
| YTD | 0.0% | -0.8% | +0.8% | +1.2% |
| 1Y | +54.3% | +2.7% | +51.6% | +50.6% |
| 3Y | +230.7% | +8.6% | +222.1% | +204.5% |
| 5Y | +111.6% | +2.0% | +109.6% | +106.9% |
| 10Y | +211.7% | +17.9% | +193.8% | +182.8% |
| All | +167.2% | +76.3% | +90.9% | +122.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling