+65.2%
PR vs MUB
+20.8%
+44.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +2.1% |
| 7D | -16.4% | +0.7% | -17.1% | -15.4% |
| 30D | -1.9% | +4.4% | -6.3% | +5.3% |
| 3M | +8.0% | -0.2% | +8.1% | +7.5% |
| 6M | +4.1% | -0.6% | +4.7% | +3.1% |
| YTD | +58.7% | +0.3% | +58.4% | +59.9% |
| 1Y | +75.8% | +0.8% | +75.1% | +78.4% |
| 3Y | +73.2% | +12.0% | +61.1% | +111.7% |
| 5Y | +230.1% | +3.4% | +226.7% | +231.8% |
| All | +65.2% | +20.8% | +44.4% | +165.4% |
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 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