+792.3%
PH vs MUB
+17.9%
+774.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +0.4% | -0.3% | +0.7% | +0.8% |
| 30D | -10.8% | -1.5% | -9.3% | -8.9% |
| 3M | +8.5% | -1.9% | +10.4% | +11.4% |
| 6M | +3.9% | -1.7% | +5.6% | +6.5% |
| YTD | +9.4% | -0.8% | +10.2% | +10.7% |
| 1Y | +26.8% | +1.5% | +25.3% | +24.5% |
| 3Y | +140.8% | +8.8% | +132.0% | +112.1% |
| 5Y | +253.8% | +2.0% | +251.8% | +245.2% |
| 10Y | +792.3% | +18.0% | +774.4% | +791.9% |
| All | +792.3% | +17.9% | +774.5% | +791.9% |
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