+114.3%
PAAS vs MUB
+78.3%
+36.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.3% |
| 7D | +8.4% | +0.7% | +7.7% | +7.6% |
| 30D | -7.2% | +4.4% | -11.5% | -11.6% |
| 3M | -14.0% | -0.2% | -13.9% | -13.9% |
| 6M | -26.8% | -0.6% | -26.1% | -26.1% |
| YTD | -19.8% | +0.3% | -20.1% | -19.8% |
| 1Y | +22.8% | +0.8% | +22.1% | +22.2% |
| 3Y | +183.6% | +12.0% | +171.6% | +152.4% |
| 5Y | +73.8% | +3.4% | +70.4% | +67.4% |
| 10Y | +185.6% | +20.7% | +164.9% | +155.3% |
| All | +114.3% | +78.3% | +36.0% | +76.1% |
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