+70.6%
PR vs MUB
+0.5%
+70.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.5% | +3.3% |
| 7D | -0.5% | +0.4% | -0.9% | +0.4% |
| 30D | -4.6% | +3.6% | -8.2% | +2.3% |
| 3M | +4.7% | -0.5% | +5.2% | -3.2% |
| 6M | +12.4% | -0.6% | +13.1% | +4.2% |
| YTD | +62.9% | +0.3% | +62.6% | +54.4% |
| 1Y | +70.6% | +0.4% | +70.2% | +63.4% |
| All | +70.6% | +0.5% | +70.0% | +63.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling