+367.2%
PCAR vs MUB
+17.9%
+349.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | +0.1% |
| 7D | -0.5% | -0.9% | +0.3% | +0.1% |
| 30D | -6.2% | -1.4% | -4.8% | -5.3% |
| 3M | +5.9% | -2.2% | +8.0% | +7.5% |
| 6M | +0.4% | -1.9% | +2.3% | +1.8% |
| YTD | +14.8% | -0.8% | +15.6% | +15.6% |
| 1Y | +30.1% | +2.7% | +27.4% | +28.2% |
| 3Y | +66.7% | +8.6% | +58.1% | +58.3% |
| 5Y | +166.1% | +2.0% | +164.1% | +162.2% |
| All | +367.2% | +17.9% | +349.4% | +388.6% |
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